CFO4Life Group’s lululemon athletica LULU Stock Holding History

CFO4Life Group’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
2020 Q3	–	Sell	-1,000	Closed	-$312K	–	134
2020 Q2	$312K	Buy	+1,000	New	+$256K	0.12%	91
2020 Q1	–	Sell	-1,000	Closed	-$232K	–	127
2019 Q4	$232K	Buy	+1,000	New	+$213K	0.1%	109
2019 Q3	–	Sell	-3,000	Closed	-$541K	–	128
2019 Q2	$541K	Buy	3,000 +500	+20%	+$86.8K	0.25%	65
2019 Q1	$410K	Buy	2,500 +500	+25%	+$73K	0.19%	76
2018 Q4	$243K	Hold	2,000	–	–	0.11%	98
2018 Q3	$325K	Hold	2,000	–	–	0.14%	96
2018 Q2	$250K	Buy	+2,000	New	+$213K	0.1%	104

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

CFO4Life Group's LULU Position: Q3 2020 in Review

CFO4Life Group sold out of lululemon athletica (LULU) in Q3 2020, closing a stake of 1,000 shares — an estimated $312K sold.

CFO4Life Group first reported a position in LULU in Q2 2018 and held it in 7 quarters. The position peaked at $541K in Q2 2019. 855 funds tracked by Wall St. Rank hold LULU as of Q3 2020.

CFO4Life Group reported no remaining lululemon athletica position as of Q3 2020 after selling out during the quarter.
CFO4Life Group sold 1,000 lululemon athletica shares in Q3 2020, an estimated $312K.
CFO4Life Group first reported a position in lululemon athletica in Q2 2018 and held it in 7 quarters.
CFO4Life Group's lululemon athletica position peaked at $541K in Q2 2019.
855 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2020.

Based on CFO4Life Group's 13F filing for Q3 2020, filed 13 Oct 2020.