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
2019 Q3	–	Sell	-100	Closed	-$18K	–	1098
2019 Q2	$18K	Buy	+100	New	+$17.4K	﹤0.01%	742
2019 Q1	–	Sell	-1,500	Closed	-$183K	–	1483
2018 Q4	$183K	Buy	1,500 +1,000	+200%	+$134K	0.04%	278
2018 Q3	$81K	Buy	+500	New	+$68.5K	0.01%	518
2017 Q3	–	Sell	-500	Closed	-$30K	–	1546
2017 Q2	$30K	Sell	500 -500	-50%	-$26K	0.01%	845
2017 Q1	$52K	Buy	+1,000	New	+$65.8K	0.01%	644
2014 Q3	–	Sell	-2,500	Closed	-$2K	–	946
2014 Q2	$2K	Buy	+2,500	New	+$114K	﹤0.01%	857

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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.