Geller Advisors’s lululemon athletica LULU Stock Holding History

Geller 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
2020 Q2	–	Sell	-1,528	Closed	-$290K	–	92
2020 Q1	$290K	Buy	+1,528	New	+$342K	0.08%	42

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geller Advisors's LULU Position: Q2 2020 in Review

Geller Advisors sold out of lululemon athletica (LULU) in Q2 2020, closing a stake of 1,528 shares — an estimated $290K sold.

Geller Advisors first reported a position in LULU in Q1 2020 and held it in 1 quarter. The position peaked at $290K in Q1 2020. 813 funds tracked by Wall St. Rank hold LULU as of Q2 2020.

Geller Advisors reported no remaining lululemon athletica position as of Q2 2020 after selling out during the quarter.
Geller Advisors sold 1,528 lululemon athletica shares in Q2 2020, an estimated $290K.
Geller Advisors first reported a position in lululemon athletica in Q1 2020 and held it in 1 quarter.
Geller Advisors's lululemon athletica position peaked at $290K in Q1 2020.
813 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2020.

Based on Geller Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.