Capital Investment Advisory Services’s lululemon athletica LULU Stock Holding History

Capital Investment Advisory Services’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 Q4	–	Sell	-96	Closed	-$18K	–	953
2019 Q3	$18K	Hold	96	–	–	0.01%	835
2019 Q2	$18K	Buy	+96	New	+$16.7K	0.01%	807
2019 Q1	–	Sell	-13	Closed	-$2K	–	1248
2018 Q4	$2K	Buy	+13	New	+$1.74K	﹤0.01%	1065

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Investment Advisory Services's LULU Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of lululemon athletica (LULU) in Q4 2019, closing a stake of 96 shares — an estimated $18K sold.

Capital Investment Advisory Services first reported a position in LULU in Q4 2018 and held it in 3 quarters. The position peaked at $18K in Q3 2019. 736 funds tracked by Wall St. Rank hold LULU as of Q4 2019.

Capital Investment Advisory Services reported no remaining lululemon athletica position as of Q4 2019 after selling out during the quarter.
Capital Investment Advisory Services sold 96 lululemon athletica shares in Q4 2019, an estimated $18K.
Capital Investment Advisory Services first reported a position in lululemon athletica in Q4 2018 and held it in 3 quarters.
Capital Investment Advisory Services's lululemon athletica position peaked at $18K in Q3 2019.
736 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.