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Fortem Financial Group’s lululemon athletica LULU Stock Holding History

Fortem Financial Group’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
2021
Q1 		– Sell
-200
Closed -$70K – 323
2020
Q4 		$70K Buy
+200
New +$69.5K 0.04% 210

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortem Financial Group's LULU Position: Q1 2021 in Review

Fortem Financial Group sold out of lululemon athletica (LULU) in Q1 2021, closing a stake of 200 shares — an estimated $70K sold.

Fortem Financial Group first reported a position in LULU in Q4 2020 and held it in 1 quarter. The position peaked at $70K in Q4 2020. 884 funds tracked by Wall St. Rank hold LULU as of Q1 2021.

  • Fortem Financial Group reported no remaining lululemon athletica position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 200 lululemon athletica shares in Q1 2021, an estimated $70K.
  • Fortem Financial Group first reported a position in lululemon athletica in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's lululemon athletica position peaked at $70K in Q4 2020.
  • 884 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.