Northwest Wealth Management’s lululemon athletica LULU Stock Holding History

Northwest 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
2019 Q2	–	Sell	-1,000	Closed	-$164K	–	325
2019 Q1	$164K	Hold	1,000	–	–	0.12%	125
2018 Q4	$122K	Sell	1,000 -500	-33%	-$67K	0.1%	127
2018 Q3	$244K	Buy	1,500 +500	+50%	+$68.5K	0.18%	97
2018 Q2	$125K	Hold	1,000	–	–	0.09%	133
2018 Q1	$89K	Buy	+1,000	New	+$80K	0.07%	159

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northwest Wealth Management's LULU Position: Q2 2019 in Review

Northwest Wealth Management sold out of lululemon athletica (LULU) in Q2 2019, closing a stake of 1,000 shares — an estimated $164K sold.

Northwest Wealth Management first reported a position in LULU in Q1 2018 and held it in 5 quarters. The position peaked at $244K in Q3 2018. 673 funds tracked by Wall St. Rank hold LULU as of Q2 2019.

Northwest Wealth Management reported no remaining lululemon athletica position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 1,000 lululemon athletica shares in Q2 2019, an estimated $164K.
Northwest Wealth Management first reported a position in lululemon athletica in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's lululemon athletica position peaked at $244K in Q3 2018.
673 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.