Cavalier Investments’s lululemon athletica LULU Stock Holding History

Cavalier Investments’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
2021 Q1	–	Sell	-3,488	Closed	-$1.21M	–	112
2020 Q4	$1.21M	Buy	3,488 +872	+33%	+$303K	0.55%	73
2020 Q3	$862K	Sell	2,616 -1,544	-37%	-$515K	0.59%	48
2020 Q2	$1.3M	Sell	4,160 -6,040	-59%	-$1.54M	0.75%	32
2020 Q1	$1.93M	Sell	10,200 -3,600	-26%	-$805K	1.14%	24
2019 Q4	$3.2M	Hold	13,800	–	–	1.38%	19
2019 Q3	$2.66M	Hold	13,800	–	–	1.15%	26
2019 Q2	$2.49M	Hold	13,800	–	–	1.04%	27
2019 Q1	$2.26M	Buy	13,800 +3,300	+31%	+$482K	0.93%	29
2018 Q4	$1.28M	Buy	10,500 +3,700	+54%	+$496K	0.41%	40
2018 Q3	$1.1M	Buy	6,800 +3,300	+94%	+$452K	0.32%	70
2018 Q2	$436K	Buy	+3,500	New	+$373K	0.15%	118

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cavalier Investments's LULU Position: Q1 2021 in Review

Cavalier Investments sold out of lululemon athletica (LULU) in Q1 2021, closing a stake of 3,488 shares — an estimated $1.21M sold.

Cavalier Investments first reported a position in LULU in Q2 2018 and held it in 11 quarters. The position peaked at $3.2M in Q4 2019. 884 funds tracked by Wall St. Rank hold LULU as of Q1 2021.

Cavalier Investments reported no remaining lululemon athletica position as of Q1 2021 after selling out during the quarter.
Cavalier Investments sold 3,488 lululemon athletica shares in Q1 2021, an estimated $1.21M.
Cavalier Investments first reported a position in lululemon athletica in Q2 2018 and held it in 11 quarters.
Cavalier Investments's lululemon athletica position peaked at $3.2M in Q4 2019.
884 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2021.

Based on Cavalier Investments's 13F filing for Q1 2021, filed 13 May 2021.