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Forvis Mazars Wealth Advisors’s lululemon athletica LULU Stock Holding History

Forvis Mazars Wealth 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
2019
Q3 		– Sell
-2,506
Closed -$452K – 266
2019
Q2 		$452K Sell
2,506
-883
-26% -$153K 0.04% 174
2019
Q1 		$555K Sell
3,389
-135
-4% -$19.7K 0.05% 151
2018
Q4 		$429K Buy
+3,524
New +$472K 0.04% 151

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

Forvis Mazars Wealth Advisors's LULU Position: Q3 2019 in Review

Forvis Mazars Wealth Advisors sold out of lululemon athletica (LULU) in Q3 2019, closing a stake of 2,506 shares — an estimated $452K sold.

Forvis Mazars Wealth Advisors first reported a position in LULU in Q4 2018 and held it in 3 quarters. The position peaked at $555K in Q1 2019. 654 funds tracked by Wall St. Rank hold LULU as of Q3 2019.

  • Forvis Mazars Wealth Advisors reported no remaining lululemon athletica position as of Q3 2019 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 2,506 lululemon athletica shares in Q3 2019, an estimated $452K.
  • Forvis Mazars Wealth Advisors first reported a position in lululemon athletica in Q4 2018 and held it in 3 quarters.
  • Forvis Mazars Wealth Advisors's lululemon athletica position peaked at $555K in Q1 2019.
  • 654 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2019.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2019, filed 29 Oct 2019.