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Lucia Wealth Services’s lululemon athletica LULU Stock Holding History

Lucia Wealth Services’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
Q3 		$1.17M Buy
3,552
+623
+21% +$208K 0.27% 65
2020
Q2 		$914K Buy
2,929
+190
+7% +$48.6K 0.24% 70
2020
Q1 		$519K Buy
+2,739
New +$613K 0.17% 102

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Lucia Wealth Services's LULU Position: Q3 2020 in Review

Lucia Wealth Services increased its lululemon athletica (LULU) stake by 21% in Q3 2020, buying an estimated $208K and bringing the position to 3,552 shares worth $1.17M. The position accounts for 0.27% of the portfolio, ranked #65.

Lucia Wealth Services first reported a position in LULU in Q1 2020 and has held it in 3 quarters since. 854 funds tracked by Wall St. Rank hold LULU as of Q3 2020.

  • Lucia Wealth Services held 3,552 shares of lululemon athletica worth $1.17M as of Q3 2020.
  • Lucia Wealth Services bought 623 lululemon athletica shares in Q3 2020, an estimated $208K.
  • lululemon athletica made up 0.27% of Lucia Wealth Services's portfolio in Q3 2020, its #65 holding.
  • Lucia Wealth Services first reported a position in lululemon athletica in Q1 2020 and has held it in 3 quarters since.
  • 854 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.