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Financial Architects (New Jersey)’s lululemon athletica LULU Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-26
Closed -$8K – 544
2020
Q2 		$8K Buy
+26
New +$6.65K ﹤0.01% 675
2020
Q1 		– Sell
-11
Closed -$3K – 892
2019
Q4 		$3K Hold
11
– – ﹤0.01% 810
2019
Q3 		$2K Hold
11
– – ﹤0.01% 910
2019
Q2 		$2K Sell
11
-796
-99% -$138K ﹤0.01% 1091
2019
Q1 		$132K Buy
807
+18
+2% +$2.63K 0.02% 394
2018
Q4 		$96K Sell
789
-58
-7% -$7.78K 0.02% 412
2018
Q3 		$138K Buy
847
+142
+20% +$19.5K 0.02% 382
2018
Q2 		$88K Buy
+705
New +$75.2K 0.02% 429
2017
Q4 		– Sell
-4,325
Closed -$269K – 1547
2017
Q3 		$269K Sell
4,325
-2,115
-33% -$127K 0.05% 265
2017
Q2 		$384K Buy
6,440
+2,515
+64% +$131K 0.07% 184
2017
Q1 		$204K Buy
3,925
+1,925
+96% +$127K 0.04% 287
2016
Q4 		$130K Buy
2,000
+800
+67% +$47.7K 0.03% 329
2016
Q3 		$73K Buy
+1,200
New +$88.6K 0.02% 473
2015
Q1 		– Sell
-100
Closed -$6K – 989
2014
Q4 		$6K Sell
100
-100
-50% -$4.56K ﹤0.01% 797
2014
Q3 		$8K Hold
200
– – ﹤0.01% 655
2014
Q2 		$8K Buy
+200
New +$9.12K ﹤0.01% 694

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Financial Architects (New Jersey)'s LULU Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of lululemon athletica (LULU) in Q3 2020, closing a stake of 26 shares — an estimated $8K sold.

Financial Architects (New Jersey) first reported a position in LULU in Q2 2014 and held it in 16 quarters. The position peaked at $384K in Q2 2017. 855 funds tracked by Wall St. Rank hold LULU as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining lululemon athletica position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 26 lululemon athletica shares in Q3 2020, an estimated $8K.
  • Financial Architects (New Jersey) first reported a position in lululemon athletica in Q2 2014 and held it in 16 quarters.
  • Financial Architects (New Jersey)'s lululemon athletica position peaked at $384K in Q2 2017.
  • 855 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.