BIM
Bogle Investment Management’s lululemon athletica LULU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-64,238
| Closed | -$14.9M | – | 321 |
|
|
2019
Q4 | $14.9M | Sell |
64,238
-16,935
| -21% | -$3.92M | 1.39% | 3 |
|
|
2019
Q3 | $15.6M | Sell |
81,173
-4,727
| -6% | -$910K | 1.35% | 1 |
|
|
2019
Q2 | $15.5M | Hold |
85,900
| – | – | 1.21% | 7 |
|
|
2019
Q1 | $14.1M | Buy |
+85,900
| New | +$14.1M | 1.08% | 10 |
|
|
2018
Q4 | – | Sell |
-115,958
| Closed | -$18.8M | – | 389 |
|
|
2018
Q3 | $18.8M | Sell |
115,958
-15,871
| -12% | -$2.58M | 1.35% | 2 |
|
|
2018
Q2 | $16.5M | Buy |
+131,829
| New | +$16.5M | 1.19% | 5 |
|