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Legacy Advisors’s lululemon athletica LULU Stock Holding History

Legacy Advisors’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
2018
Q4 		– Sell
-59
Closed -$10K – 270
2018
Q3 		$10K Buy
+59
New +$8.09K ﹤0.01% 352
2018
Q1 		– Sell
-277
Closed -$21K – 424
2017
Q4 		$21K Buy
+277
New +$18.5K 0.02% 186

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Legacy Advisors's LULU Position: Q4 2018 in Review

Legacy Advisors sold out of lululemon athletica (LULU) in Q4 2018, closing a stake of 59 shares — an estimated $10K sold.

Legacy Advisors first reported a position in LULU in Q4 2017 and held it in 2 quarters. The position peaked at $21K in Q4 2017. 548 funds tracked by Wall St. Rank hold LULU as of Q4 2018.

  • Legacy Advisors reported no remaining lululemon athletica position as of Q4 2018 after selling out during the quarter.
  • Legacy Advisors sold 59 lululemon athletica shares in Q4 2018, an estimated $10K.
  • Legacy Advisors first reported a position in lululemon athletica in Q4 2017 and held it in 2 quarters.
  • Legacy Advisors's lululemon athletica position peaked at $21K in Q4 2017.
  • 548 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2018.

Based on Legacy Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.