First Allied Advisory Services’s lululemon athletica LULU Stock Holding History

First Allied Advisory Services’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	$1.22M	Buy	3,710 +68	+2%	+$22.7K	0.04%	418
2020 Q2	$1.14M	Buy	3,642 +686	+23%	+$175K	0.04%	415
2020 Q1	$560K	Sell	2,956 -1,197	-29%	-$268K	0.02%	565
2019 Q4	$960K	Buy	4,153 +586	+16%	+$125K	0.03%	485
2019 Q3	$690K	Buy	3,567 +879	+33%	+$164K	0.02%	576
2019 Q2	$484K	Buy	2,688 +204	+8%	+$35.4K	0.02%	695
2019 Q1	$404K	Buy	2,484 +381	+18%	+$55.6K	0.01%	741
2018 Q4	$254K	Buy	2,103 +486	+30%	+$65.2K	0.01%	852
2018 Q3	$262K	Buy	+1,617	New	+$222K	0.01%	971
2014 Q1	–	Sell	-3,482	Closed	-$206K	–	1033
2013 Q4	$206K	Buy	3,482 +382	+12%	+$26.2K	0.02%	810
2013 Q3	$220K	Sell	3,100 -2,105	-40%	-$147K	0.01%	848
2013 Q2	$334K	Buy	+5,205	New	+$377K	0.03%	624

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

First Allied Advisory Services's LULU Position: Q3 2020 in Review

First Allied Advisory Services increased its lululemon athletica (LULU) stake by 1.9% in Q3 2020, buying an estimated $22.7K and bringing the position to 3,710 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #418.

First Allied Advisory Services first reported a position in LULU in Q2 2013 and has held it in 12 quarters since. 855 funds tracked by Wall St. Rank hold LULU as of Q3 2020.

First Allied Advisory Services held 3,710 shares of lululemon athletica worth $1.22M as of Q3 2020.
First Allied Advisory Services bought 68 lululemon athletica shares in Q3 2020, an estimated $22.7K.
lululemon athletica made up 0.04% of First Allied Advisory Services's portfolio in Q3 2020, its #418 holding.
First Allied Advisory Services first reported a position in lululemon athletica in Q2 2013 and has held it in 12 quarters since.
855 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.