AlphaSimPlex Group’s lululemon athletica LULU Stock Holding History

AlphaSimPlex 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
2020 Q3	–	Sell	-878	Closed	-$274K	–	303
2020 Q2	$274K	Buy	+878	New	+$225K	0.21%	169
2020 Q1	–	Sell	-964	Closed	-$223K	–	186
2019 Q4	$223K	Buy	+964	New	+$205K	0.08%	238

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

AlphaSimPlex Group's LULU Position: Q3 2020 in Review

AlphaSimPlex Group sold out of lululemon athletica (LULU) in Q3 2020, closing a stake of 878 shares — an estimated $274K sold.

AlphaSimPlex Group first reported a position in LULU in Q4 2019 and held it in 2 quarters. The position peaked at $274K in Q2 2020. 854 funds tracked by Wall St. Rank hold LULU as of Q3 2020.

AlphaSimPlex Group reported no remaining lululemon athletica position as of Q3 2020 after selling out during the quarter.
AlphaSimPlex Group sold 878 lululemon athletica shares in Q3 2020, an estimated $274K.
AlphaSimPlex Group first reported a position in lululemon athletica in Q4 2019 and held it in 2 quarters.
AlphaSimPlex Group's lululemon athletica position peaked at $274K in Q2 2020.
854 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2020.

Based on AlphaSimPlex Group's 13F filing for Q3 2020, filed 13 Nov 2020.