FANJ
LULU icon

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
Q2 		– Sell
-2,100
Closed -$343K – 1354
2019
Q1 		$343K Buy
+2,100
New +$307K 0.06% 217

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
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. 854 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.
  • 854 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.