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Evolution Wealth Advisors’s lululemon athletica LULU Stock Holding History

Evolution Wealth Advisors’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
Q4 		– Sell
-180
Closed -$73K – 423
2021
Q3 		$73K Hold
180
– – 0.02% 171
2021
Q2 		$66K Hold
180
– – 0.01% 189
2021
Q1 		$55K Sell
180
-38
-17% -$12.5K 0.01% 189
2020
Q4 		$76K Buy
218
+18
+9% +$6.25K 0.02% 153
2020
Q3 		$66K Buy
+200
New +$66.7K 0.02% 163

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Evolution Wealth Advisors's LULU Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of lululemon athletica (LULU) in Q4 2021, closing a stake of 180 shares — an estimated $73K sold.

Evolution Wealth Advisors first reported a position in LULU in Q3 2020 and held it in 5 quarters. The position peaked at $76K in Q4 2020. 1,055 funds tracked by Wall St. Rank hold LULU as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining lululemon athletica position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 180 lululemon athletica shares in Q4 2021, an estimated $73K.
  • Evolution Wealth Advisors first reported a position in lululemon athletica in Q3 2020 and held it in 5 quarters.
  • Evolution Wealth Advisors's lululemon athletica position peaked at $76K in Q4 2020.
  • 1,055 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.