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JGP Wealth Management’s lululemon athletica LULU Stock Holding History

JGP 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
2021
Q1 		– Sell
-689
Closed -$233K – 150
2020
Q4 		$233K Buy
+689
New +$239K 0.05% 134

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JGP Wealth Management's LULU Position: Q1 2021 in Review

JGP Wealth Management sold out of lululemon athletica (LULU) in Q1 2021, closing a stake of 689 shares — an estimated $233K sold.

JGP Wealth Management first reported a position in LULU in Q4 2020 and held it in 1 quarter. The position peaked at $233K in Q4 2020. 884 funds tracked by Wall St. Rank hold LULU as of Q1 2021.

  • JGP Wealth Management reported no remaining lululemon athletica position as of Q1 2021 after selling out during the quarter.
  • JGP Wealth Management sold 689 lululemon athletica shares in Q1 2021, an estimated $233K.
  • JGP Wealth Management first reported a position in lululemon athletica in Q4 2020 and held it in 1 quarter.
  • JGP Wealth Management's lululemon athletica position peaked at $233K in Q4 2020.
  • 884 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2021.

Based on JGP Wealth Management's 13F filing for Q1 2021, filed 28 Apr 2021.