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James Investment Research’s lululemon athletica LULU Stock Holding History

James Investment Research’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
-228
Closed -$71K – 499
2020
Q2 		$71K Buy
+228
New +$58.3K 0.01% 297
2019
Q3 		– Sell
-830
Closed -$150K – 615
2019
Q2 		$150K Buy
830
+215
+35% +$37.3K 0.01% 402
2019
Q1 		$101K Buy
+615
New +$89.8K 0.01% 573

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.38T AUM 44.17% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

James Investment Research's LULU Position: Q3 2020 in Review

James Investment Research sold out of lululemon athletica (LULU) in Q3 2020, closing a stake of 228 shares — an estimated $71K sold.

James Investment Research first reported a position in LULU in Q1 2019 and held it in 3 quarters. The position peaked at $150K in Q2 2019. 855 funds tracked by Wall St. Rank hold LULU as of Q3 2020.

  • James Investment Research reported no remaining lululemon athletica position as of Q3 2020 after selling out during the quarter.
  • James Investment Research sold 228 lululemon athletica shares in Q3 2020, an estimated $71K.
  • James Investment Research first reported a position in lululemon athletica in Q1 2019 and held it in 3 quarters.
  • James Investment Research's lululemon athletica position peaked at $150K in Q2 2019.
  • 855 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2020.

Based on James Investment Research's 13F filing for Q3 2020, filed 23 Oct 2020.