Altus Wealth Group’s lululemon athletica LULU Stock Holding History

Altus Wealth 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
2021 Q1	–	Sell	-52	Closed	-$19K	–	509
2020 Q4	$19K	Buy	+52	New	+$18.1K	0.02%	384

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Altus Wealth Group's LULU Position: Q1 2021 in Review

Altus Wealth Group sold out of lululemon athletica (LULU) in Q1 2021, closing a stake of 52 shares — an estimated $19K sold.

Altus Wealth Group first reported a position in LULU in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 884 funds tracked by Wall St. Rank hold LULU as of Q1 2021.

Altus Wealth Group reported no remaining lululemon athletica position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 52 lululemon athletica shares in Q1 2021, an estimated $19K.
Altus Wealth Group first reported a position in lululemon athletica in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's lululemon athletica position peaked at $19K in Q4 2020.
884 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.