EWM
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Elmwood Wealth Management’s lululemon athletica LULU Stock Holding History

Elmwood 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
Q2 		– Sell
-2
Closed -$178 – 306
2020
Q1 		$178 Buy
+2
New +$447 ﹤0.01% 294
2019
Q4 		– Sell
-38
Closed -$7K – 180
2019
Q3 		$7K Hold
38
– – 0.01% 197
2019
Q2 		$7K Hold
38
– – 0.01% 209
2019
Q1 		$6K Hold
38
– – 0.01% 213
2018
Q4 		$5K Buy
38
+36
+1,800% +$4.83K ﹤0.01% 226
2018
Q3 		$325 Hold
2
– – ﹤0.01% 278
2018
Q2 		$249 Hold
2
– – ﹤0.01% 285
2018
Q1 		$178 Buy
+2
New +$160 ﹤0.01% 294

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