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Hobart Private Capital’s lululemon athletica LULU Stock Holding History

Hobart 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
2019
Q3 		– Sell
-2,333
Closed -$420K – 151
2019
Q2 		$420K Buy
2,333
+91
+4% +$15.8K 0.29% 77
2019
Q1 		$367K Buy
2,242
+136
+6% +$19.9K 0.28% 92
2018
Q4 		$256K Buy
+2,106
New +$282K 0.22% 105

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

Hobart Private Capital's LULU Position: Q3 2019 in Review

Hobart Private Capital sold out of lululemon athletica (LULU) in Q3 2019, closing a stake of 2,333 shares — an estimated $420K sold.

Hobart Private Capital first reported a position in LULU in Q4 2018 and held it in 3 quarters. The position peaked at $420K in Q2 2019. 654 funds tracked by Wall St. Rank hold LULU as of Q3 2019.

  • Hobart Private Capital reported no remaining lululemon athletica position as of Q3 2019 after selling out during the quarter.
  • Hobart Private Capital sold 2,333 lululemon athletica shares in Q3 2019, an estimated $420K.
  • Hobart Private Capital first reported a position in lululemon athletica in Q4 2018 and held it in 3 quarters.
  • Hobart Private Capital's lululemon athletica position peaked at $420K in Q2 2019.
  • 654 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2019.

Based on Hobart Private Capital's 13F filing for Q3 2019, filed 11 Mar 2024.