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Jackson Wealth Management’s lululemon athletica LULU Stock Holding History

Jackson Wealth 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
2020
Q3 		– Sell
-1,000
Closed -$312K – 135
2020
Q2 		$312K Buy
+1,000
New +$256K 0.06% 119
2020
Q1 		– Sell
-2,000
Closed -$480K – 133
2019
Q4 		$480K Buy
+2,000
New +$426K 0.08% 135

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

Jackson Wealth Management's LULU Position: Q3 2020 in Review

Jackson Wealth Management sold out of lululemon athletica (LULU) in Q3 2020, closing a stake of 1,000 shares — an estimated $312K sold.

Jackson Wealth Management first reported a position in LULU in Q4 2019 and held it in 2 quarters. The position peaked at $480K in Q4 2019. 854 funds tracked by Wall St. Rank hold LULU as of Q3 2020.

  • Jackson Wealth Management reported no remaining lululemon athletica position as of Q3 2020 after selling out during the quarter.
  • Jackson Wealth Management sold 1,000 lululemon athletica shares in Q3 2020, an estimated $312K.
  • Jackson Wealth Management first reported a position in lululemon athletica in Q4 2019 and held it in 2 quarters.
  • Jackson Wealth Management's lululemon athletica position peaked at $480K in Q4 2019.
  • 854 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2020.

Based on Jackson Wealth Management's 13F filing for Q3 2020, filed 13 Oct 2020.