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Mark Sheptoff Financial Planning’s lululemon athletica LULU Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-300
Closed -$70K – 368
2019
Q4 		$70K Hold
300
– – 0.04% 129
2019
Q3 		$58K Hold
300
– – 0.04% 139
2019
Q2 		$54K Buy
+300
New +$52.1K 0.04% 150

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mark Sheptoff Financial Planning's LULU Position: Q1 2020 in Review

Mark Sheptoff Financial Planning sold out of lululemon athletica (LULU) in Q1 2020, closing a stake of 300 shares — an estimated $70K sold.

Mark Sheptoff Financial Planning first reported a position in LULU in Q2 2019 and held it in 3 quarters. The position peaked at $70K in Q4 2019. 711 funds tracked by Wall St. Rank hold LULU as of Q1 2020.

  • Mark Sheptoff Financial Planning reported no remaining lululemon athletica position as of Q1 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 lululemon athletica shares in Q1 2020, an estimated $70K.
  • Mark Sheptoff Financial Planning first reported a position in lululemon athletica in Q2 2019 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's lululemon athletica position peaked at $70K in Q4 2019.
  • 711 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2020, filed 7 May 2020.