OI
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Oakbrook Investments’s lululemon athletica LULU Stock Holding History

Oakbrook Investments’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
-4,225
Closed -$979K – 333
2019
Q4 		$979K Sell
4,225
-1,650
-28% -$352K 0.2% 131
2019
Q3 		$1.13M Sell
5,875
-550
-9% -$103K 0.07% 208
2019
Q2 		$1.16M Buy
6,425
+1,325
+26% +$230K 0.07% 231
2019
Q1 		$836K Sell
5,100
-150
-3% -$21.9K 0.05% 284
2018
Q4 		$638K Sell
5,250
-875
-14% -$117K 0.04% 315
2018
Q3 		$995K Buy
6,125
+3,200
+109% +$439K 0.06% 296
2018
Q2 		$365K Sell
2,925
-885
-23% -$94.4K 0.02% 417
2018
Q1 		$340K Buy
3,810
+440
+13% +$35.2K 0.02% 443
2017
Q4 		$265K Buy
3,370
+120
+4% +$8K 0.02% 489
2017
Q3 		$202K Buy
+3,250
New +$196K 0.01% 547

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 $5.7T 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 $1.47T 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