Advisory Alpha’s lululemon athletica LULU Stock Holding History

Advisory Alpha’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
2020 Q4	–	Sell	-1	Closed	–	–	412
2020 Q3	$0	Buy	+1	New	+$334	﹤0.01%	709
2020 Q2	–	Sell	-1	Closed	-$212	–	390
2020 Q1	$212	Hold	1	–	–	﹤0.01%	688
2019 Q4	$245	Buy	+1	New	+$213	﹤0.01%	746

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Advisory Alpha's LULU Position: Q4 2020 in Review

Advisory Alpha sold out of lululemon athletica (LULU) in Q4 2020, closing a stake of 1 share.

Advisory Alpha first reported a position in LULU in Q4 2019 and held it in 3 quarters. The position peaked at $245 in Q4 2019. 932 funds tracked by Wall St. Rank hold LULU as of Q4 2020.

Advisory Alpha reported no remaining lululemon athletica position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 1 lululemon athletica share in Q4 2020.
Advisory Alpha first reported a position in lululemon athletica in Q4 2019 and held it in 3 quarters.
Advisory Alpha's lululemon athletica position peaked at $245 in Q4 2019.
932 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.