GTAM
LULU icon

Global Trust Asset Management’s lululemon athletica LULU Stock Holding History

Global Trust 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
2019
Q4 		– Sell
-850
Closed -$164K – 406
2019
Q3 		$164K Buy
+850
New +$159K 0.11% 149
2018
Q4 		– Sell
-1,100
Closed -$179K – 432
2018
Q3 		$179K Buy
+1,100
New +$151K 0.12% 145

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Global Trust Asset Management's LULU Position: Q4 2019 in Review

Global Trust Asset Management sold out of lululemon athletica (LULU) in Q4 2019, closing a stake of 850 shares — an estimated $164K sold.

Global Trust Asset Management first reported a position in LULU in Q3 2018 and held it in 2 quarters. The position peaked at $179K in Q3 2018. 738 funds tracked by Wall St. Rank hold LULU as of Q4 2019.

  • Global Trust Asset Management reported no remaining lululemon athletica position as of Q4 2019 after selling out during the quarter.
  • Global Trust Asset Management sold 850 lululemon athletica shares in Q4 2019, an estimated $164K.
  • Global Trust Asset Management first reported a position in lululemon athletica in Q3 2018 and held it in 2 quarters.
  • Global Trust Asset Management's lululemon athletica position peaked at $179K in Q3 2018.
  • 738 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2019.

Based on Global Trust Asset Management's 13F filing for Q4 2019, filed 13 Feb 2020.