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H2O AM’s lululemon athletica LULU Stock Holding History

H2O AM’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
Q4 		$221K Hold
634
– – 0.54% 48
2020
Q3 		$209K Sell
634
-878
-58% -$293K 0.34% 53
2020
Q2 		$472K Sell
1,512
-1,052
-41% -$269K 0.5% 44
2020
Q1 		$486K Buy
+2,564
New +$574K 0.39% 48

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

H2O AM's LULU Position: Q4 2020 in Review

H2O AM held its lululemon athletica (LULU) position steady in Q4 2020 at 634 shares worth $221K. The position accounts for 0.54% of the portfolio, ranked #48.

H2O AM first reported a position in LULU in Q1 2020 and has held it in 4 quarters since. The position peaked at $486K in Q1 2020. 934 funds tracked by Wall St. Rank hold LULU as of Q4 2020.

  • H2O AM held 634 shares of lululemon athletica worth $221K as of Q4 2020.
  • H2O AM left its lululemon athletica share count unchanged in Q4 2020.
  • lululemon athletica made up 0.54% of H2O AM's portfolio in Q4 2020, its #48 holding.
  • H2O AM first reported a position in lululemon athletica in Q1 2020 and has held it in 4 quarters since.
  • H2O AM's lululemon athletica position peaked at $486K in Q1 2020.
  • 934 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2020.

Based on H2O AM's 13F filing for Q4 2020, filed 12 Feb 2021.