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DFPG Investments’s lululemon athletica LULU Stock Holding History

DFPG 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
2020
Q2 		– Sell
-1,620
Closed -$337K – 181
2020
Q1 		$337K Sell
1,620
-1,736
-52% -$388K 0.25% 97
2019
Q4 		$817K Buy
3,356
+563
+20% +$120K 0.53% 57
2019
Q3 		$534K Buy
2,793
+1,547
+124% +$289K 0.44% 67
2019
Q2 		$232K Buy
+1,246
New +$216K 0.22% 127

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DFPG Investments's LULU Position: Q2 2020 in Review

DFPG Investments sold out of lululemon athletica (LULU) in Q2 2020, closing a stake of 1,620 shares — an estimated $337K sold.

DFPG Investments first reported a position in LULU in Q2 2019 and held it in 4 quarters. The position peaked at $817K in Q4 2019. 813 funds tracked by Wall St. Rank hold LULU as of Q2 2020.

  • DFPG Investments reported no remaining lululemon athletica position as of Q2 2020 after selling out during the quarter.
  • DFPG Investments sold 1,620 lululemon athletica shares in Q2 2020, an estimated $337K.
  • DFPG Investments first reported a position in lululemon athletica in Q2 2019 and held it in 4 quarters.
  • DFPG Investments's lululemon athletica position peaked at $817K in Q4 2019.
  • 813 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2020.

Based on DFPG Investments's 13F filing for Q2 2020, filed 13 Jul 2020.