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LS Investment Advisors’s lululemon athletica LULU Stock Holding History

LS Investment 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
2020
Q2 		– Sell
-84
Closed -$16K – 1681
2020
Q1 		$16K Sell
84
-562
-87% -$126K ﹤0.01% 1435
2019
Q4 		$150K Sell
646
-23
-3% -$4.9K 0.01% 934
2019
Q3 		$129K Hold
669
– – 0.01% 971
2019
Q2 		$121K Sell
669
-180
-21% -$31.3K 0.01% 1008
2019
Q1 		$139K Hold
849
– – 0.01% 952
2018
Q4 		$103K Sell
849
-131
-13% -$17.6K 0.01% 1033
2018
Q3 		$159K Sell
980
-546
-36% -$74.8K 0.01% 941
2018
Q2 		$191K Sell
1,526
-122
-7% -$13K 0.01% 890
2018
Q1 		$147K Hold
1,648
– – 0.01% 989
2017
Q4 		$130K Hold
1,648
– – 0.01% 1068
2017
Q3 		$103K Buy
1,648
+100
+6% +$6.03K 0.01% 1144
2017
Q2 		$92K Hold
1,548
– – 0.01% 1157
2017
Q1 		$80K Hold
1,548
– – 0.01% 1199
2016
Q4 		$101K Hold
1,548
– – 0.01% 1037
2016
Q3 		$94K Sell
1,548
-1,002
-39% -$74K 0.01% 1021
2016
Q2 		$188K Hold
2,550
– – 0.01% 781
2016
Q1 		$173K Buy
2,550
+87
+4% +$5.22K 0.01% 667
2015
Q4 		$129K Buy
2,463
+335
+16% +$16.9K 0.01% 771
2015
Q3 		$108K Sell
2,128
-196
-8% -$11.9K 0.01% 821
2015
Q2 		$152K Sell
2,324
-311
-12% -$20.2K 0.01% 702
2015
Q1 		$169K Hold
2,635
– – 0.01% 614
2014
Q4 		$147K Hold
2,635
– – 0.01% 634
2014
Q3 		$111K Hold
2,635
– – 0.01% 650
2014
Q2 		$107K Buy
2,635
+704
+36% +$32.1K 0.01% 658
2014
Q1 		$102K Buy
1,931
+370
+24% +$18.5K 0.01% 656
2013
Q4 		$92K Buy
+1,561
New +$107K 0.01% 657

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

LS Investment Advisors's LULU Position: Q2 2020 in Review

LS Investment Advisors sold out of lululemon athletica (LULU) in Q2 2020, closing a stake of 84 shares — an estimated $16K sold.

LS Investment Advisors first reported a position in LULU in Q4 2013 and held it in 26 quarters. The position peaked at $191K in Q2 2018. 813 funds tracked by Wall St. Rank hold LULU as of Q2 2020.

  • LS Investment Advisors reported no remaining lululemon athletica position as of Q2 2020 after selling out during the quarter.
  • LS Investment Advisors sold 84 lululemon athletica shares in Q2 2020, an estimated $16K.
  • LS Investment Advisors first reported a position in lululemon athletica in Q4 2013 and held it in 26 quarters.
  • LS Investment Advisors's lululemon athletica position peaked at $191K in Q2 2018.
  • 813 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2020.

Based on LS Investment Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.