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Lenox Wealth Management’s lululemon athletica LULU Stock Holding History

Lenox 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
2020
Q2 		$6K Hold
20
– – ﹤0.01% 513
2020
Q1 		$3K Hold
20
– – ﹤0.01% 556
2019
Q4 		$5K Buy
+20
New +$4.26K ﹤0.01% 534

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Management's LULU Position: Q2 2020 in Review

Lenox Wealth Management held its lululemon athletica (LULU) position steady in Q2 2020 at 20 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Lenox Wealth Management first reported a position in LULU in Q4 2019 and has held it in 3 quarters since. 813 funds tracked by Wall St. Rank hold LULU as of Q2 2020.

  • Lenox Wealth Management held 20 shares of lululemon athletica worth $6K as of Q2 2020.
  • Lenox Wealth Management left its lululemon athletica share count unchanged in Q2 2020.
  • lululemon athletica made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #513 holding.
  • Lenox Wealth Management first reported a position in lululemon athletica in Q4 2019 and has held it in 3 quarters since.
  • 813 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.