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Ladenburg Thalmann Financial Services’s lululemon athletica LULU Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$4.36M Buy
19,725
+6,079
+45% +$1.3M 0.03% 536
2019
Q3 		$2.63M Buy
13,646
+1,629
+14% +$304K 0.02% 713
2019
Q2 		$2.17M Buy
12,017
+5,579
+87% +$969K 0.02% 770
2019
Q1 		$1.06M Buy
6,438
+556
+9% +$81.2K 0.01% 1152
2018
Q4 		$716K Buy
5,882
+1,670
+40% +$224K 0.01% 1268
2018
Q3 		$684K Sell
4,212
-1,083
-20% -$148K 0.01% 1377
2018
Q2 		$472K Hold
5,295
– – ﹤0.01% 1594
2018
Q1 		$472K Sell
5,295
-3,607
-41% -$289K ﹤0.01% 1594
2017
Q4 		$701K Sell
8,902
-421
-5% -$28.1K 0.01% 1298
2017
Q3 		$580K Sell
9,323
-364
-4% -$21.9K 0.01% 1359
2017
Q2 		$579K Buy
9,687
+6,517
+206% +$339K 0.01% 1296
2017
Q1 		$164K Sell
3,170
-1,893
-37% -$125K ﹤0.01% 2054
2016
Q4 		$328K Buy
5,063
+3,417
+208% +$204K ﹤0.01% 1493
2016
Q3 		$100K Buy
1,646
+554
+51% +$40.9K ﹤0.01% 2254
2016
Q2 		$80K Buy
1,092
+433
+66% +$28.7K ﹤0.01% 2317
2016
Q1 		$44K Sell
659
-258
-28% -$15.5K ﹤0.01% 2695
2015
Q4 		$49K Buy
917
+501
+120% +$25.2K ﹤0.01% 2565
2015
Q3 		$21K Sell
416
-54
-11% -$3.29K ﹤0.01% 3075
2015
Q2 		$31K Sell
470
-1,250
-73% -$81.3K ﹤0.01% 2928
2015
Q1 		$110K Sell
1,720
-644
-27% -$41.3K ﹤0.01% 2015
2014
Q4 		$132K Buy
2,364
+552
+30% +$25.2K ﹤0.01% 1705
2014
Q3 		$76K Sell
1,812
-468
-21% -$18.8K ﹤0.01% 1775
2014
Q2 		$92K Sell
2,280
-23,983
-91% -$1.09M ﹤0.01% 1660
2014
Q1 		$1.38M Buy
26,263
+25,251
+2,495% +$1.26M 0.04% 361
2013
Q4 		$60K Sell
1,012
-700
-41% -$48.1K ﹤0.01% 1791
2013
Q3 		$125K Sell
1,712
-200
-10% -$13.9K ﹤0.01% 1261
2013
Q2 		$125K Buy
+1,912
New +$139K ﹤0.01% 1196

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ladenburg Thalmann Financial Services's LULU Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its lululemon athletica (LULU) stake by 45% in Q4 2019, buying an estimated $1.3M and bringing the position to 19,725 shares worth $4.36M. The position accounts for 0.03% of the portfolio, ranked #536.

Ladenburg Thalmann Financial Services first reported a position in LULU in Q2 2013 and has held it in 27 quarters since. 736 funds tracked by Wall St. Rank hold LULU as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 19,725 shares of lululemon athletica worth $4.36M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 6,079 lululemon athletica shares in Q4 2019, an estimated $1.3M.
  • lululemon athletica made up 0.03% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #536 holding.
  • Ladenburg Thalmann Financial Services first reported a position in lululemon athletica in Q2 2013 and has held it in 27 quarters since.
  • 736 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.