FWM
LULU icon

Focused Wealth Management’s lululemon athletica LULU Stock Holding History

Focused Wealth Management’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
2023
Q1 		– Sell
-1,400
Closed -$5.08K – 1107
2022
Q4 		$5.08K Buy
+1,400
New +$460K ﹤0.01% 643
2020
Q4 		– Sell
-2,000
Closed -$15K – 866
2020
Q3 		$15K Buy
+2,000
New +$667K ﹤0.01% 461

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focused Wealth Management's LULU Position: Q2 2015 in Review

Focused Wealth Management sold out of lululemon athletica (LULU) in Q2 2015, closing a stake of 200 shares — an estimated $13K sold.

Focused Wealth Management first reported a position in LULU in Q2 2014 and held it in 3 quarters. The position peaked at $17K in Q3 2014. 346 funds tracked by Wall St. Rank hold LULU as of Q2 2015.

  • Focused Wealth Management reported no remaining lululemon athletica position as of Q2 2015 after selling out during the quarter.
  • Focused Wealth Management sold 200 lululemon athletica shares in Q2 2015, an estimated $13K.
  • Focused Wealth Management first reported a position in lululemon athletica in Q2 2014 and held it in 3 quarters.
  • Focused Wealth Management's lululemon athletica position peaked at $17K in Q3 2014.
  • 346 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2015.

Based on Focused Wealth Management's 13F filing for Q2 2015, filed 29 Jul 2015.