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Copperwynd Financial’s lululemon athletica LULU Stock Holding History

Copperwynd Financial’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
Q2 		– Sell
-3,514
Closed -$1.08M – 124
2021
Q1 		$1.08M Sell
3,514
-127
-3% -$41.7K 0.48% 32
2020
Q4 		$1.27M Sell
3,641
-50
-1% -$17.4K 0.61% 28
2020
Q3 		$1.22M Sell
3,691
-20,138
-85% -$6.72M 0.65% 23
2020
Q2 		$7.43M Buy
+23,829
New +$6.09M 4.26% 9
2020
Q1 		– Sell
-9,431
Closed -$2.19M – 101
2019
Q4 		$2.19M Sell
9,431
-116
-1% -$24.7K 1.16% 20
2019
Q3 		$1.94M Buy
9,547
+632
+7% +$118K 1.1% 19
2019
Q2 		$1.61M Sell
8,915
-39,145
-81% -$6.8M 0.92% 25
2019
Q1 		$7.88M Buy
48,060
+32,392
+207% +$4.73M 4.72% 4
2018
Q4 		$1.91M Buy
+15,668
New +$2.1M 1.18% 19

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Copperwynd Financial's LULU Position: Q2 2021 in Review

Copperwynd Financial sold out of lululemon athletica (LULU) in Q2 2021, closing a stake of 3,514 shares — an estimated $1.08M sold.

Copperwynd Financial first reported a position in LULU in Q4 2018 and held it in 9 quarters. The position peaked at $7.88M in Q1 2019. 929 funds tracked by Wall St. Rank hold LULU as of Q2 2021.

  • Copperwynd Financial reported no remaining lululemon athletica position as of Q2 2021 after selling out during the quarter.
  • Copperwynd Financial sold 3,514 lululemon athletica shares in Q2 2021, an estimated $1.08M.
  • Copperwynd Financial first reported a position in lululemon athletica in Q4 2018 and held it in 9 quarters.
  • Copperwynd Financial's lululemon athletica position peaked at $7.88M in Q1 2019.
  • 929 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2021.

Based on Copperwynd Financial's 13F filing for Q2 2021, filed 12 Aug 2021.