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Fortis Advisors’s lululemon athletica LULU Stock Holding History

Fortis Advisors’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
2018
Q1 		– Sell
-1,000
Closed -$79K – 315
2017
Q4 		$79K Hold
1,000
– – 0.05% 157
2017
Q3 		$62K Buy
+1,000
New +$60.2K 0.04% 154

Other funds holding LULU

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Fortis Advisors's LULU Position: Q1 2018 in Review

Fortis Advisors sold out of lululemon athletica (LULU) in Q1 2018, closing a stake of 1,000 shares — an estimated $79K sold.

Fortis Advisors first reported a position in LULU in Q3 2017 and held it in 2 quarters. The position peaked at $79K in Q4 2017. 412 funds tracked by Wall St. Rank hold LULU as of Q1 2018.

  • Fortis Advisors reported no remaining lululemon athletica position as of Q1 2018 after selling out during the quarter.
  • Fortis Advisors sold 1,000 lululemon athletica shares in Q1 2018, an estimated $79K.
  • Fortis Advisors first reported a position in lululemon athletica in Q3 2017 and held it in 2 quarters.
  • Fortis Advisors's lululemon athletica position peaked at $79K in Q4 2017.
  • 412 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2018.

Based on Fortis Advisors's 13F filing for Q1 2018, filed 11 May 2018.