GAM
LULU icon

Grandview Asset Management’s lululemon athletica LULU Stock Holding History

Grandview 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
2021
Q1 		– Sell
-1,439
Closed -$501K – 525
2020
Q4 		$501K Sell
1,439
-61
-4% -$21.2K 0.33% 72
2020
Q3 		$494K Sell
1,500
-50
-3% -$16.7K 0.4% 61
2020
Q2 		$484K Buy
+1,550
New +$396K 0.42% 63

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Grandview Asset Management's LULU Position: Q1 2021 in Review

Grandview Asset Management sold out of lululemon athletica (LULU) in Q1 2021, closing a stake of 1,439 shares — an estimated $501K sold.

Grandview Asset Management first reported a position in LULU in Q2 2020 and held it in 3 quarters. The position peaked at $501K in Q4 2020. 884 funds tracked by Wall St. Rank hold LULU as of Q1 2021.

  • Grandview Asset Management reported no remaining lululemon athletica position as of Q1 2021 after selling out during the quarter.
  • Grandview Asset Management sold 1,439 lululemon athletica shares in Q1 2021, an estimated $501K.
  • Grandview Asset Management first reported a position in lululemon athletica in Q2 2020 and held it in 3 quarters.
  • Grandview Asset Management's lululemon athletica position peaked at $501K in Q4 2020.
  • 884 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2021.

Based on Grandview Asset Management's 13F filing for Q1 2021, filed 6 May 2021.