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Bingham Osborn & Scarborough’s lululemon athletica LULU Stock Holding History

Bingham Osborn & Scarborough’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
-1,034
Closed -$341K – 157
2020
Q3 		$341K Hold
1,034
– – 0.03% 120
2020
Q2 		$323K Buy
+1,034
New +$264K 0.03% 115
2020
Q1 		– Sell
-1,027
Closed -$238K – 159
2019
Q4 		$238K Buy
+1,027
New +$219K 0.02% 147

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

Bingham Osborn & Scarborough's LULU Position: Q4 2020 in Review

Bingham Osborn & Scarborough sold out of lululemon athletica (LULU) in Q4 2020, closing a stake of 1,034 shares — an estimated $341K sold.

Bingham Osborn & Scarborough first reported a position in LULU in Q4 2019 and held it in 3 quarters. The position peaked at $341K in Q3 2020. 932 funds tracked by Wall St. Rank hold LULU as of Q4 2020.

  • Bingham Osborn & Scarborough reported no remaining lululemon athletica position as of Q4 2020 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 1,034 lululemon athletica shares in Q4 2020, an estimated $341K.
  • Bingham Osborn & Scarborough first reported a position in lululemon athletica in Q4 2019 and held it in 3 quarters.
  • Bingham Osborn & Scarborough's lululemon athletica position peaked at $341K in Q3 2020.
  • 932 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2020.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2020, filed 11 Feb 2021.