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Geier Asset Management’s lululemon athletica LULU Stock Holding History

Geier Asset 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 		$495K Sell
1,355
-182
-12% -$59.9K 0.35% 60
2021
Q1 		$515K Buy
1,537
+42
+3% +$13.8K 0.38% 57
2020
Q4 		$466K Buy
+1,495
New +$519K 0.38% 54

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geier Asset Management's LULU Position: Q2 2021 in Review

Geier Asset Management reduced its lululemon athletica (LULU) stake by 12% in Q2 2021, selling an estimated $59.9K and leaving 1,355 shares worth $495K. The position accounts for 0.35% of the portfolio, ranked #60.

Geier Asset Management first reported a position in LULU in Q4 2020 and has held it in 3 quarters since. The position peaked at $515K in Q1 2021. 928 funds tracked by Wall St. Rank hold LULU as of Q2 2021.

  • Geier Asset Management held 1,355 shares of lululemon athletica worth $495K as of Q2 2021.
  • Geier Asset Management sold 182 lululemon athletica shares in Q2 2021, an estimated $59.9K.
  • lululemon athletica made up 0.35% of Geier Asset Management's portfolio in Q2 2021, its #60 holding.
  • Geier Asset Management first reported a position in lululemon athletica in Q4 2020 and has held it in 3 quarters since.
  • Geier Asset Management's lululemon athletica position peaked at $515K in Q1 2021.
  • 928 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2021.

Based on Geier Asset Management's 13F filing for Q2 2021, filed 12 Jul 2021.