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Advisor Group’s lululemon athletica LULU Stock Holding History

Advisor Group’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
Q4 		$3.65M Buy
15,753
+5,840
+59% +$1.24M 0.03% 533
2019
Q3 		$1.91M Sell
9,913
-377
-4% -$70.5K 0.01% 783
2019
Q2 		$1.85M Buy
10,290
+809
+9% +$141K 0.01% 790
2019
Q1 		$1.55M Sell
9,481
-882
-9% -$129K 0.01% 827
2018
Q4 		$1.26M Buy
10,363
+2,678
+35% +$359K 0.01% 835
2018
Q3 		$1.25M Sell
7,685
-494
-6% -$67.7K 0.01% 859
2018
Q2 		$1.02M Sell
8,179
-720
-8% -$76.8K 0.01% 850
2018
Q1 		$793K Sell
8,899
-898
-9% -$71.9K 0.01% 1004
2017
Q4 		$770K Sell
9,797
-1,879
-16% -$125K 0.01% 1060
2017
Q3 		$726K Buy
11,676
+6,161
+112% +$371K 0.01% 987
2017
Q2 		$330K Buy
5,515
+2,974
+117% +$155K 0.01% 1411
2017
Q1 		$132K Sell
2,541
-194
-7% -$12.8K ﹤0.01% 1971
2016
Q4 		$178K Buy
2,735
+1,025
+60% +$61.1K ﹤0.01% 1640
2016
Q3 		$104K Buy
1,710
+3
+0.2% +$222 ﹤0.01% 1977
2016
Q2 		$124K Buy
+1,707
New +$113K ﹤0.01% 1765

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 $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Advisor Group's LULU Position: Q4 2019 in Review

Advisor Group increased its lululemon athletica (LULU) stake by 59% in Q4 2019, buying an estimated $1.24M and bringing the position to 15,753 shares worth $3.65M. The position accounts for 0.03% of the portfolio, ranked #533.

Advisor Group first reported a position in LULU in Q2 2016 and has held it in 15 quarters since. 736 funds tracked by Wall St. Rank hold LULU as of Q4 2019.

  • Advisor Group held 15,753 shares of lululemon athletica worth $3.65M as of Q4 2019.
  • Advisor Group bought 5,840 lululemon athletica shares in Q4 2019, an estimated $1.24M.
  • lululemon athletica made up 0.03% of Advisor Group's portfolio in Q4 2019, its #533 holding.
  • Advisor Group first reported a position in lululemon athletica in Q2 2016 and has held it in 15 quarters since.
  • 736 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.