Edge Wealth Management’s lululemon athletica LULU Stock Holding History

Edge 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
2020 Q4	–	Sell	-22	Closed	-$7K	–	424
2020 Q3	$7K	Sell	22 -318	-94%	-$106K	﹤0.01%	337
2020 Q2	$106K	Buy	340 +200	+143%	+$51.1K	0.02%	192
2020 Q1	$27K	Hold	140	–	–	0.01%	289
2019 Q4	$32K	Hold	140	–	–	0.01%	288
2019 Q3	$26K	Hold	140	–	–	0.01%	310
2019 Q2	$25K	Hold	140	–	–	0.01%	321
2019 Q1	$23K	Hold	140	–	–	0.01%	319
2018 Q4	$17K	Hold	140	–	–	﹤0.01%	345
2018 Q3	$23K	Hold	140	–	–	0.01%	351
2018 Q2	$17K	Hold	140	–	–	﹤0.01%	369
2018 Q1	$12K	Hold	140	–	–	﹤0.01%	363
2017 Q4	$11K	Hold	140	–	–	﹤0.01%	368
2017 Q3	$9K	Hold	140	–	–	﹤0.01%	384
2017 Q2	$8K	Sell	140 -100	-42%	-$5.21K	﹤0.01%	390
2017 Q1	$12K	Buy	240 +130	+118%	+$8.56K	﹤0.01%	332
2016 Q4	$7K	Hold	110	–	–	﹤0.01%	372
2016 Q3	$7K	Hold	110	–	–	﹤0.01%	369
2016 Q2	$8K	Hold	110	–	–	﹤0.01%	336
2016 Q1	$7K	Sell	110 -90	-45%	-$5.41K	﹤0.01%	315
2015 Q4	$11K	Hold	200	–	–	﹤0.01%	283
2015 Q3	$10K	Hold	200	–	–	﹤0.01%	288
2015 Q2	$13K	Buy	200 +90	+82%	+$5.85K	﹤0.01%	284
2015 Q1	$7K	Sell	110 -500	-82%	-$32K	﹤0.01%	319
2014 Q4	$34K	Hold	610	–	–	0.01%	224
2014 Q3	$26K	Hold	610	–	–	0.01%	237
2014 Q2	$25K	Sell	610 -400	-40%	-$18.2K	0.01%	230
2014 Q1	$53K	Buy	1,010 +610	+153%	+$30.4K	0.02%	173
2013 Q4	$24K	Hold	400	–	–	0.01%	212
2013 Q3	$29K	Buy	+400	New	+$27.9K	0.02%	172

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Edge Wealth Management's LULU Position: Q4 2020 in Review

Edge Wealth Management sold out of lululemon athletica (LULU) in Q4 2020, closing a stake of 22 shares — an estimated $7K sold.

Edge Wealth Management first reported a position in LULU in Q3 2013 and held it in 29 quarters. The position peaked at $106K in Q2 2020. 934 funds tracked by Wall St. Rank hold LULU as of Q4 2020.

Edge Wealth Management reported no remaining lululemon athletica position as of Q4 2020 after selling out during the quarter.
Edge Wealth Management sold 22 lululemon athletica shares in Q4 2020, an estimated $7K.
Edge Wealth Management first reported a position in lululemon athletica in Q3 2013 and held it in 29 quarters.
Edge Wealth Management's lululemon athletica position peaked at $106K in Q2 2020.
934 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.