Fulcrum Equity Management’s lululemon athletica LULU Stock Holding History

Fulcrum Equity 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
2021 Q2	–	Sell	-5,447	Closed	-$1.67M	–	214
2021 Q1	$1.67M	Sell	5,447 -279	-5%	-$91.6K	0.66%	54
2020 Q4	$1.99M	Sell	5,726 -855	-13%	-$297K	0.79%	48
2020 Q3	$2.17M	Buy	6,581 +528	+9%	+$176K	1.01%	30
2020 Q2	$1.89M	Buy	6,053 +2,809	+87%	+$718K	0.89%	17
2020 Q1	$615K	Buy	3,244 +429	+15%	+$96K	0.44%	12
2019 Q4	$652K	Buy	2,815 +42	+2%	+$8.95K	0.34%	41
2019 Q3	$534K	Sell	2,773 -203	-7%	-$37.9K	0.27%	40
2019 Q2	$544K	Sell	2,976 -85	-3%	-$14.8K	0.26%	38
2019 Q1	$502K	Sell	3,061 -4,121	-57%	-$602K	0.17%	35
2018 Q4	$873K	Buy	+7,182	New	+$963K	0.32%	8

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fulcrum Equity Management's LULU Position: Q2 2021 in Review

Fulcrum Equity Management sold out of lululemon athletica (LULU) in Q2 2021, closing a stake of 5,447 shares — an estimated $1.67M sold.

Fulcrum Equity Management first reported a position in LULU in Q4 2018 and held it in 10 quarters. The position peaked at $2.17M in Q3 2020. 928 funds tracked by Wall St. Rank hold LULU as of Q2 2021.

Fulcrum Equity Management reported no remaining lululemon athletica position as of Q2 2021 after selling out during the quarter.
Fulcrum Equity Management sold 5,447 lululemon athletica shares in Q2 2021, an estimated $1.67M.
Fulcrum Equity Management first reported a position in lululemon athletica in Q4 2018 and held it in 10 quarters.
Fulcrum Equity Management's lululemon athletica position peaked at $2.17M in Q3 2020.
928 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2021.

Based on Fulcrum Equity Management's 13F filing for Q2 2021, filed 15 Jul 2021.