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Lake Point Wealth Management’s lululemon athletica LULU Stock Holding History

Lake Point 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
2019
Q1 		– Sell
-1,702
Closed -$207K – 786
2018
Q4 		$207K Buy
+1,702
New +$228K 0.08% 145

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
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Lake Point Wealth Management's LULU Position: Q1 2019 in Review

Lake Point Wealth Management sold out of lululemon athletica (LULU) in Q1 2019, closing a stake of 1,702 shares — an estimated $207K sold.

Lake Point Wealth Management first reported a position in LULU in Q4 2018 and held it in 1 quarter. The position peaked at $207K in Q4 2018. 625 funds tracked by Wall St. Rank hold LULU as of Q1 2019.

  • Lake Point Wealth Management reported no remaining lululemon athletica position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 1,702 lululemon athletica shares in Q1 2019, an estimated $207K.
  • Lake Point Wealth Management first reported a position in lululemon athletica in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's lululemon athletica position peaked at $207K in Q4 2018.
  • 625 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.