BWM
LULU icon

Baystate Wealth Management’s lululemon athletica LULU Stock Holding History

Baystate Wealth 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
2020
Q4 		– Sell
-4
Closed -$1K – 725
2020
Q3 		$1K Buy
+4
New +$1.33K ﹤0.01% 593

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Baystate Wealth Management's LULU Position: Q4 2020 in Review

Baystate Wealth Management sold out of lululemon athletica (LULU) in Q4 2020, closing a stake of 4 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in LULU in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 932 funds tracked by Wall St. Rank hold LULU as of Q4 2020.

  • Baystate Wealth Management reported no remaining lululemon athletica position as of Q4 2020 after selling out during the quarter.
  • Baystate Wealth Management sold 4 lululemon athletica shares in Q4 2020, an estimated $1K.
  • Baystate Wealth Management first reported a position in lululemon athletica in Q3 2020 and held it in 1 quarter.
  • Baystate Wealth Management's lululemon athletica position peaked at $1K in Q3 2020.
  • 932 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2020.

Based on Baystate Wealth Management's 13F filing for Q4 2020, filed 15 Jan 2021.