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Legacy Wealth Partners (California)’s lululemon athletica LULU Stock Holding History

Legacy Wealth Partners (California)’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
Q4 		– Sell
-1,947
Closed -$641K – 98
2020
Q3 		$641K Sell
1,947
-670
-26% -$224K 0.45% 50
2020
Q2 		$817K Buy
2,617
+108
+4% +$27.6K 0.62% 33
2020
Q1 		$476K Buy
+2,509
New +$561K 0.44% 44

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Legacy Wealth Partners (California)'s LULU Position: Q4 2020 in Review

Legacy Wealth Partners (California) sold out of lululemon athletica (LULU) in Q4 2020, closing a stake of 1,947 shares — an estimated $641K sold.

Legacy Wealth Partners (California) first reported a position in LULU in Q1 2020 and held it in 3 quarters. The position peaked at $817K in Q2 2020. 932 funds tracked by Wall St. Rank hold LULU as of Q4 2020.

  • Legacy Wealth Partners (California) reported no remaining lululemon athletica position as of Q4 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 1,947 lululemon athletica shares in Q4 2020, an estimated $641K.
  • Legacy Wealth Partners (California) first reported a position in lululemon athletica in Q1 2020 and held it in 3 quarters.
  • Legacy Wealth Partners (California)'s lululemon athletica position peaked at $817K in Q2 2020.
  • 932 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q4 2020, filed 12 Feb 2021.