BA
LULU icon

Boston Advisors’s lululemon athletica LULU Stock Holding History

Boston Advisors’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
2019
Q3 		$5.5M Sell
28,577
-288
-1% -$53.8K 0.29% 100
2019
Q2 		$5.2M Sell
28,865
-8,885
-24% -$1.54M 0.28% 102
2019
Q1 		$6.19M Buy
37,750
+32,470
+615% +$4.74M 0.32% 86
2018
Q4 		$642K Buy
+5,280
New +$708K 0.04% 412

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Advisors's LULU Position: Q3 2019 in Review

Boston Advisors reduced its lululemon athletica (LULU) stake by 1% in Q3 2019, selling an estimated $53.8K and leaving 28,577 shares worth $5.5M. The position accounts for 0.29% of the portfolio, ranked #100.

Boston Advisors first reported a position in LULU in Q4 2018 and has held it in 4 quarters since. The position peaked at $6.19M in Q1 2019. 654 funds tracked by Wall St. Rank hold LULU as of Q3 2019.

  • Boston Advisors held 28,577 shares of lululemon athletica worth $5.5M as of Q3 2019.
  • Boston Advisors sold 288 lululemon athletica shares in Q3 2019, an estimated $53.8K.
  • lululemon athletica made up 0.29% of Boston Advisors's portfolio in Q3 2019, its #100 holding.
  • Boston Advisors first reported a position in lululemon athletica in Q4 2018 and has held it in 4 quarters since.
  • Boston Advisors's lululemon athletica position peaked at $6.19M in Q1 2019.
  • 654 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.