Genovese Burford & Brothers Wealth & Retirement Plan Management’s lululemon athletica LULU Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018 Q3	–	Sell	-125	Closed	-$16K	–	241
2018 Q2	$16K	Hold	125	–	–	0.01%	274
2018 Q1	$11K	Buy	+125	New	+$10K	﹤0.01%	313
2017 Q4	–	Sell	-125	Closed	-$7K	–	365
2017 Q3	$7K	Buy	+125	New	+$7.53K	﹤0.01%	312

Other funds holding LULU

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

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's LULU Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of lululemon athletica (LULU) in Q3 2018, closing a stake of 125 shares — an estimated $16K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in LULU in Q3 2017 and held it in 3 quarters. The position peaked at $16K in Q2 2018. 524 funds tracked by Wall St. Rank hold LULU as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining lululemon athletica position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 125 lululemon athletica shares in Q3 2018, an estimated $16K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in lululemon athletica in Q3 2017 and held it in 3 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's lululemon athletica position peaked at $16K in Q2 2018.
524 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.