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MYCIO Wealth Partners’s lululemon athletica LULU Stock Holding History

MYCIO Wealth Partners’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
-1,461
Closed -$338K – 240
2019
Q4 		$338K Sell
1,461
-300
-17% -$63.9K 0.02% 249
2019
Q3 		$339K Buy
1,761
+300
+21% +$56.1K 0.03% 229
2019
Q2 		$263K Sell
1,461
-890
-38% -$155K 0.02% 260
2019
Q1 		$385K Sell
2,351
-500
-18% -$73K 0.03% 185
2018
Q4 		$347K Hold
2,851
– – 0.03% 189
2018
Q3 		$463K Sell
2,851
-609
-18% -$83.5K 0.04% 161
2018
Q2 		$432K Buy
3,460
+500
+17% +$53.3K 0.04% 172
2018
Q1 		$264K Hold
2,960
– – 0.03% 204
2017
Q4 		$233K Buy
+2,960
New +$197K 0.03% 218
2016
Q4 		– Sell
-1,960
Closed -$120K – 462
2016
Q3 		$120K Sell
1,960
-12
-0.6% -$886 0.02% 232
2016
Q2 		$146K Buy
1,972
+12
+0.6% +$796 0.03% 209
2016
Q1 		$133K Buy
1,960
+1,880
+2,350% +$113K 0.02% 193
2015
Q4 		$4K Sell
80
-1,880
-96% -$94.7K ﹤0.01% 625
2015
Q3 		$99K Buy
1,960
+753
+62% +$45.9K 0.02% 209
2015
Q2 		$79K Buy
1,207
+752
+165% +$48.9K 0.02% 247
2015
Q1 		$29K Buy
+455
New +$29.2K 0.01% 356
2014
Q2 		– Sell
-334
Closed -$18K – 646
2014
Q1 		$18K Sell
334
-215
-39% -$10.7K ﹤0.01% 393
2013
Q4 		$32K Sell
549
-334
-38% -$22.9K 0.01% 299
2013
Q3 		$65K Hold
883
– – 0.02% 209
2013
Q2 		$58K Buy
+883
New +$64K 0.02% 217

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MYCIO Wealth Partners's LULU Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of lululemon athletica (LULU) in Q1 2020, closing a stake of 1,461 shares — an estimated $338K sold.

MYCIO Wealth Partners first reported a position in LULU in Q2 2013 and held it in 20 quarters. The position peaked at $463K in Q3 2018. 713 funds tracked by Wall St. Rank hold LULU as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining lululemon athletica position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 1,461 lululemon athletica shares in Q1 2020, an estimated $338K.
  • MYCIO Wealth Partners first reported a position in lululemon athletica in Q2 2013 and held it in 20 quarters.
  • MYCIO Wealth Partners's lululemon athletica position peaked at $463K in Q3 2018.
  • 713 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.