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Doyle Wealth Management’s lululemon athletica LULU Stock Holding History

Doyle Wealth Management’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
Q3 		– Sell
-100
Closed -$18K – 510
2019
Q2 		$18K Buy
+100
New +$17.4K ﹤0.01% 529
2019
Q1 		– Sell
-100
Closed -$12K – 495
2018
Q4 		$12K Buy
+100
New +$13.4K ﹤0.01% 596

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Doyle Wealth Management's LULU Position: Q3 2019 in Review

Doyle Wealth Management sold out of lululemon athletica (LULU) in Q3 2019, closing a stake of 100 shares — an estimated $18K sold.

Doyle Wealth Management first reported a position in LULU in Q4 2018 and held it in 2 quarters. The position peaked at $18K in Q2 2019. 654 funds tracked by Wall St. Rank hold LULU as of Q3 2019.

  • Doyle Wealth Management reported no remaining lululemon athletica position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 100 lululemon athletica shares in Q3 2019, an estimated $18K.
  • Doyle Wealth Management first reported a position in lululemon athletica in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's lululemon athletica position peaked at $18K in Q2 2019.
  • 654 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.