Partnervest Advisory Services’s lululemon athletica LULU Stock Holding History

Partnervest Advisory Services’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 Q3	$1.08M	Buy	3,292 +620	+23%	+$207K	0.34%	57
2020 Q2	$834K	Buy	2,672 +406	+18%	+$104K	0.31%	66
2020 Q1	$430K	Sell	2,266 -113	-5%	-$25.3K	0.19%	98
2019 Q4	$551K	Buy	2,379 +164	+7%	+$35K	0.2%	83
2019 Q3	$426K	Buy	2,215 +876	+65%	+$164K	0.15%	117
2019 Q2	$241K	Buy	+1,339	New	+$233K	0.1%	180
2014 Q3	–	Sell	-5	Closed	–	–	522
2014 Q2	$0	Hold	5	–	–	﹤0.01%	1072
2014 Q1	$0	Buy	+5	New	+$249	﹤0.01%	1052

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Partnervest Advisory Services's LULU Position: Q3 2020 in Review

Partnervest Advisory Services increased its lululemon athletica (LULU) stake by 23% in Q3 2020, buying an estimated $207K and bringing the position to 3,292 shares worth $1.08M. The position accounts for 0.34% of the portfolio, ranked #57.

Partnervest Advisory Services first reported a position in LULU in Q1 2014 and has held it in 8 quarters since. 854 funds tracked by Wall St. Rank hold LULU as of Q3 2020.

Partnervest Advisory Services held 3,292 shares of lululemon athletica worth $1.08M as of Q3 2020.
Partnervest Advisory Services bought 620 lululemon athletica shares in Q3 2020, an estimated $207K.
lululemon athletica made up 0.34% of Partnervest Advisory Services's portfolio in Q3 2020, its #57 holding.
Partnervest Advisory Services first reported a position in lululemon athletica in Q1 2014 and has held it in 8 quarters since.
854 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.