Global Financial Private Capital’s lululemon athletica LULU Stock Holding History

Global Financial Private Capital’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	$3K	Hold	10	–	–	﹤0.01%	329
2020 Q1	$2K	Hold	10	–	–	﹤0.01%	340
2019 Q4	$2K	Sell	10 -24	-71%	-$5.12K	﹤0.01%	358
2019 Q3	$7K	Sell	34 -17,460	-100%	-$3.26M	﹤0.01%	315
2019 Q2	$3.15M	Sell	17,494 -11,020	-39%	-$1.91M	0.15%	143
2019 Q1	$4.67M	Buy	28,514 +7,104	+33%	+$1.04M	0.22%	100
2018 Q4	$2.6M	Buy	+21,410	New	+$2.87M	0.14%	155

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 $167B AUM 44.17% 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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Global Financial Private Capital's LULU Position: Q2 2020 in Review

Global Financial Private Capital held its lululemon athletica (LULU) position steady in Q2 2020 at 10 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Global Financial Private Capital first reported a position in LULU in Q4 2018 and has held it in 7 quarters since. The position peaked at $4.67M in Q1 2019. 814 funds tracked by Wall St. Rank hold LULU as of Q2 2020.

Global Financial Private Capital held 10 shares of lululemon athletica worth $3K as of Q2 2020.
Global Financial Private Capital left its lululemon athletica share count unchanged in Q2 2020.
lululemon athletica made up ﹤0.01% of Global Financial Private Capital's portfolio in Q2 2020, its #329 holding.
Global Financial Private Capital first reported a position in lululemon athletica in Q4 2018 and has held it in 7 quarters since.
Global Financial Private Capital's lululemon athletica position peaked at $4.67M in Q1 2019.
814 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.