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Gideon Capital Advisors’s lululemon athletica LULU Stock Holding History

Gideon Capital 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
-8,559
Closed -$1.54M – 354
2019
Q2 		$1.54M Buy
8,559
+4,931
+136% +$856K 0.53% 61
2019
Q1 		$595K Buy
3,628
+915
+34% +$134K 0.21% 131
2018
Q4 		$330K Buy
+2,713
New +$364K 0.13% 243
2017
Q1 		– Sell
-8,040
Closed -$523K – 459
2016
Q4 		$523K Buy
+8,040
New +$480K 0.33% 75

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

Gideon Capital Advisors's LULU Position: Q3 2019 in Review

Gideon Capital Advisors sold out of lululemon athletica (LULU) in Q3 2019, closing a stake of 8,559 shares — an estimated $1.54M sold.

Gideon Capital Advisors first reported a position in LULU in Q4 2016 and held it in 4 quarters. The position peaked at $1.54M in Q2 2019. 655 funds tracked by Wall St. Rank hold LULU as of Q3 2019.

  • Gideon Capital Advisors reported no remaining lululemon athletica position as of Q3 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 8,559 lululemon athletica shares in Q3 2019, an estimated $1.54M.
  • Gideon Capital Advisors first reported a position in lululemon athletica in Q4 2016 and held it in 4 quarters.
  • Gideon Capital Advisors's lululemon athletica position peaked at $1.54M in Q2 2019.
  • 655 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.