IWP
LULU icon

Icon Wealth Partners’s lululemon athletica LULU Stock Holding History

Icon Wealth Partners’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
Q3 		– Sell
-1,174
Closed -$366K – 296
2020
Q2 		$366K Buy
+1,174
New +$300K 0.09% 158
2019
Q2 		– Sell
-66
Closed -$11K – 515
2019
Q1 		$11K Buy
+66
New +$9.64K ﹤0.01% 652

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Icon Wealth Partners's LULU Position: Q3 2020 in Review

Icon Wealth Partners sold out of lululemon athletica (LULU) in Q3 2020, closing a stake of 1,174 shares — an estimated $366K sold.

Icon Wealth Partners first reported a position in LULU in Q1 2019 and held it in 2 quarters. The position peaked at $366K in Q2 2020. 854 funds tracked by Wall St. Rank hold LULU as of Q3 2020.

  • Icon Wealth Partners reported no remaining lululemon athletica position as of Q3 2020 after selling out during the quarter.
  • Icon Wealth Partners sold 1,174 lululemon athletica shares in Q3 2020, an estimated $366K.
  • Icon Wealth Partners first reported a position in lululemon athletica in Q1 2019 and held it in 2 quarters.
  • Icon Wealth Partners's lululemon athletica position peaked at $366K in Q2 2020.
  • 854 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2020.

Based on Icon Wealth Partners's 13F filing for Q3 2020, filed 22 Oct 2020.