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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 $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

Oakbrook Investments's LULU Position: Q1 2020 in Review

Oakbrook Investments sold out of lululemon athletica (LULU) in Q1 2020, closing a stake of 4,225 shares — an estimated $979K sold.

Oakbrook Investments first reported a position in LULU in Q3 2017 and held it in 10 quarters. The position peaked at $1.16M in Q2 2019. 713 funds tracked by Wall St. Rank hold LULU as of Q1 2020.

  • Oakbrook Investments reported no remaining lululemon athletica position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 4,225 lululemon athletica shares in Q1 2020, an estimated $979K.
  • Oakbrook Investments first reported a position in lululemon athletica in Q3 2017 and held it in 10 quarters.
  • Oakbrook Investments's lululemon athletica position peaked at $1.16M in Q2 2019.
  • 713 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.