BSW Wealth Partners’s lululemon athletica LULU Stock Holding History

BSW Wealth Partners’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
2018 Q4	–	Sell	-1,986	Closed	-$323K	–	118
2018 Q3	$323K	Buy	+1,986	New	+$272K	0.12%	73

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

BSW Wealth Partners's LULU Position: Q4 2018 in Review

BSW Wealth Partners sold out of lululemon athletica (LULU) in Q4 2018, closing a stake of 1,986 shares — an estimated $323K sold.

BSW Wealth Partners first reported a position in LULU in Q3 2018 and held it in 1 quarter. The position peaked at $323K in Q3 2018. 548 funds tracked by Wall St. Rank hold LULU as of Q4 2018.

BSW Wealth Partners reported no remaining lululemon athletica position as of Q4 2018 after selling out during the quarter.
BSW Wealth Partners sold 1,986 lululemon athletica shares in Q4 2018, an estimated $323K.
BSW Wealth Partners first reported a position in lululemon athletica in Q3 2018 and held it in 1 quarter.
BSW Wealth Partners's lululemon athletica position peaked at $323K in Q3 2018.
548 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2018.

Based on BSW Wealth Partners's 13F filing for Q4 2018, filed 13 Feb 2019.