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First Personal Financial Services’s lululemon athletica LULU Stock Holding History

First Personal Financial 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
2019
Q3 		– Sell
-230
Closed -$41K – 670
2019
Q2 		$41K Buy
230
+40
+21% +$6.95K 0.01% 306
2019
Q1 		$31K Buy
190
+40
+27% +$5.84K 0.01% 343
2018
Q4 		$18K Buy
+150
New +$20.1K 0.01% 390

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Personal Financial Services's LULU Position: Q3 2019 in Review

First Personal Financial Services sold out of lululemon athletica (LULU) in Q3 2019, closing a stake of 230 shares — an estimated $41K sold.

First Personal Financial Services first reported a position in LULU in Q4 2018 and held it in 3 quarters. The position peaked at $41K in Q2 2019. 654 funds tracked by Wall St. Rank hold LULU as of Q3 2019.

  • First Personal Financial Services reported no remaining lululemon athletica position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 230 lululemon athletica shares in Q3 2019, an estimated $41K.
  • First Personal Financial Services first reported a position in lululemon athletica in Q4 2018 and held it in 3 quarters.
  • First Personal Financial Services's lululemon athletica position peaked at $41K in Q2 2019.
  • 654 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.