Cutter & Co Brokerage’s lululemon athletica LULU Stock Holding History

Cutter & Co Brokerage’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 Q4	–	Sell	-3,280	Closed	-$631K	–	280
2019 Q3	$631K	Sell	3,280 -100	-3%	-$18.7K	0.2%	115
2019 Q2	$609K	Hold	3,380	–	–	0.19%	119
2019 Q1	$554K	Hold	3,380	–	–	0.16%	131
2018 Q4	$411K	Buy	+3,380	New	+$453K	0.16%	140

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Cutter & Co Brokerage's LULU Position: Q4 2019 in Review

Cutter & Co Brokerage sold out of lululemon athletica (LULU) in Q4 2019, closing a stake of 3,280 shares — an estimated $631K sold.

Cutter & Co Brokerage first reported a position in LULU in Q4 2018 and held it in 4 quarters. The position peaked at $631K in Q3 2019. 736 funds tracked by Wall St. Rank hold LULU as of Q4 2019.

Cutter & Co Brokerage reported no remaining lululemon athletica position as of Q4 2019 after selling out during the quarter.
Cutter & Co Brokerage sold 3,280 lululemon athletica shares in Q4 2019, an estimated $631K.
Cutter & Co Brokerage first reported a position in lululemon athletica in Q4 2018 and held it in 4 quarters.
Cutter & Co Brokerage's lululemon athletica position peaked at $631K in Q3 2019.
736 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2019.

Based on Cutter & Co Brokerage's 13F filing for Q4 2019, filed 11 Feb 2020.