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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 $2.3T AUM 54.33% 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 $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Elmwood Wealth Management's LULU Position: Q2 2020 in Review

Elmwood Wealth Management sold out of lululemon athletica (LULU) in Q2 2020, closing a stake of 2 shares — an estimated $178 sold.

Elmwood Wealth Management first reported a position in LULU in Q1 2018 and held it in 8 quarters. The position peaked at $7K in Q3 2019. 815 funds tracked by Wall St. Rank hold LULU as of Q2 2020.

  • Elmwood Wealth Management reported no remaining lululemon athletica position as of Q2 2020 after selling out during the quarter.
  • Elmwood Wealth Management sold 2 lululemon athletica shares in Q2 2020, an estimated $178.
  • Elmwood Wealth Management first reported a position in lululemon athletica in Q1 2018 and held it in 8 quarters.
  • Elmwood Wealth Management's lululemon athletica position peaked at $7K in Q3 2019.
  • 815 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.