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Donor Advised Charitable Giving’s lululemon athletica LULU Stock Holding History

Donor Advised Charitable Giving’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
Q3 		– Sell
-19,317
Closed -$7.05M – 86
2021
Q2 		$7.05M Sell
19,317
-14,505
-43% -$4.78M 0.79% 16
2021
Q1 		$10.4M Buy
33,822
+18,366
+119% +$6.03M 1.07% 42
2020
Q4 		$5.38M Buy
15,456
+14,834
+2,385% +$5.15M 0.73% 58
2020
Q3 		$205K Buy
+622
New +$208K 0.06% 59

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Donor Advised Charitable Giving's LULU Position: Q3 2021 in Review

Donor Advised Charitable Giving sold out of lululemon athletica (LULU) in Q3 2021, closing a stake of 19,317 shares — an estimated $7.05M sold.

Donor Advised Charitable Giving first reported a position in LULU in Q3 2020 and held it in 4 quarters. The position peaked at $10.4M in Q1 2021. 950 funds tracked by Wall St. Rank hold LULU as of Q3 2021.

  • Donor Advised Charitable Giving reported no remaining lululemon athletica position as of Q3 2021 after selling out during the quarter.
  • Donor Advised Charitable Giving sold 19,317 lululemon athletica shares in Q3 2021, an estimated $7.05M.
  • Donor Advised Charitable Giving first reported a position in lululemon athletica in Q3 2020 and held it in 4 quarters.
  • Donor Advised Charitable Giving's lululemon athletica position peaked at $10.4M in Q1 2021.
  • 950 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2021.

Based on Donor Advised Charitable Giving's 13F filing for Q3 2021, filed 14 Oct 2021.