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Carmichael Hill & Associates’s lululemon athletica LULU Stock Holding History

Carmichael Hill & Associates’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
2023
Q1 		– Hold
0
– -$65.6K – 798
2022
Q4 		– Hold
0
– – – 297
2022
Q3 		– Hold
0
– – – 283
2022
Q2 		– Sell
-300
Closed -$96.1K – 291
2022
Q1 		$110K Sell
300
-200
-40% -$65.1K 0.05% 230
2021
Q4 		$195K Hold
500
– – 0.09% 181
2021
Q3 		$202K Hold
500
– – 0.1% 165
2021
Q2 		$182K Buy
500
+300
+150% +$98.8K 0.09% 177
2021
Q1 		$61K Hold
200
– – 0.03% 302
2020
Q4 		$70K Hold
200
– – 0.04% 271
2020
Q3 		$66K Buy
+200
New +$66.7K 0.04% 267

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carmichael Hill & Associates's LULU Position: Q2 2020 in Review

Carmichael Hill & Associates sold out of lululemon athletica (LULU) in Q2 2020, closing a stake of 9 shares — an estimated $2K sold.

Carmichael Hill & Associates first reported a position in LULU in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 813 funds tracked by Wall St. Rank hold LULU as of Q2 2020.

  • Carmichael Hill & Associates reported no remaining lululemon athletica position as of Q2 2020 after selling out during the quarter.
  • Carmichael Hill & Associates sold 9 lululemon athletica shares in Q2 2020, an estimated $2K.
  • Carmichael Hill & Associates first reported a position in lululemon athletica in Q4 2019 and held it in 2 quarters.
  • Carmichael Hill & Associates's lululemon athletica position peaked at $2K in Q1 2020.
  • 813 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2020.

Based on Carmichael Hill & Associates's 13F filing for Q2 2020, filed 5 Aug 2020.