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Hoover Financial Advisors’s lululemon athletica LULU Stock Holding History

Hoover Financial Advisors’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
Q2 		$16K Hold
45
– – ﹤0.01% 421
2021
Q1 		$14K Sell
45
-257
-85% -$84.4K ﹤0.01% 395
2020
Q4 		$105K Buy
+302
New +$105K 0.03% 168
2020
Q3 		– Sell
-45
Closed -$14K – 352
2020
Q2 		$14K Buy
+45
New +$11.5K 0.01% 314

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Hoover Financial Advisors's LULU Position: Q2 2021 in Review

Hoover Financial Advisors held its lululemon athletica (LULU) position steady in Q2 2021 at 45 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Hoover Financial Advisors first reported a position in LULU in Q2 2020 and has held it in 4 quarters since. The position peaked at $105K in Q4 2020. 928 funds tracked by Wall St. Rank hold LULU as of Q2 2021.

  • Hoover Financial Advisors held 45 shares of lululemon athletica worth $16K as of Q2 2021.
  • Hoover Financial Advisors left its lululemon athletica share count unchanged in Q2 2021.
  • lululemon athletica made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #421 holding.
  • Hoover Financial Advisors first reported a position in lululemon athletica in Q2 2020 and has held it in 4 quarters since.
  • Hoover Financial Advisors's lululemon athletica position peaked at $105K in Q4 2020.
  • 928 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.