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Catamount Wealth Management’s lululemon athletica LULU Stock Holding History

Catamount Wealth Management’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
Q1 		$5.5M Buy
33,575
+3,580
+12% +$523K 3.13% 10
2018
Q4 		$4.43M Buy
+29,995
New +$4.02M 3.03% 10

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
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Catamount Wealth Management's LULU Position: Q1 2019 in Review

Catamount Wealth Management increased its lululemon athletica (LULU) stake by 12% in Q1 2019, buying an estimated $523K and bringing the position to 33,575 shares worth $5.5M. The position accounts for 3.13% of the portfolio, ranked #10.

Catamount Wealth Management first reported a position in LULU in Q4 2018 and has held it in 2 quarters since. 625 funds tracked by Wall St. Rank hold LULU as of Q1 2019.

  • Catamount Wealth Management held 33,575 shares of lululemon athletica worth $5.5M as of Q1 2019.
  • Catamount Wealth Management bought 3,580 lululemon athletica shares in Q1 2019, an estimated $523K.
  • lululemon athletica made up 3.13% of Catamount Wealth Management's portfolio in Q1 2019, its #10 holding.
  • Catamount Wealth Management first reported a position in lululemon athletica in Q4 2018 and has held it in 2 quarters since.
  • 625 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.