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Advantage Investment Management’s lululemon athletica LULU Stock Holding History

Advantage Investment Management’s Portfolio LULU Stock Details LULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$169K Buy
879
+28
+3% +$5.23K 0.13% 163
2019
Q2 		$153K Buy
851
+73
+9% +$12.7K 0.12% 175
2019
Q1 		$127K Buy
778
+582
+297% +$85K 0.1% 202
2018
Q4 		$24K Buy
196
+186
+1,860% +$24.9K 0.02% 480
2018
Q3 		$2K Hold
10
– – ﹤0.01% 942
2018
Q2 		$1K Buy
+10
New +$1.07K ﹤0.01% 911

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advantage Investment Management's LULU Position: Q3 2019 in Review

Advantage Investment Management increased its lululemon athletica (LULU) stake by 3.3% in Q3 2019, buying an estimated $5.23K and bringing the position to 879 shares worth $169K. The position accounts for 0.13% of the portfolio, ranked #163.

Advantage Investment Management first reported a position in LULU in Q2 2018 and has held it in 6 quarters since. 655 funds tracked by Wall St. Rank hold LULU as of Q3 2019.

  • Advantage Investment Management held 879 shares of lululemon athletica worth $169K as of Q3 2019.
  • Advantage Investment Management bought 28 lululemon athletica shares in Q3 2019, an estimated $5.23K.
  • lululemon athletica made up 0.13% of Advantage Investment Management's portfolio in Q3 2019, its #163 holding.
  • Advantage Investment Management first reported a position in lululemon athletica in Q2 2018 and has held it in 6 quarters since.
  • 655 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.