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Procyon Advisors’s lululemon athletica LULU Stock Holding History

Procyon Advisors’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 		– Sell
-214
Closed -$67K – 685
2020
Q2 		$67K Sell
214
-49
-19% -$12.5K 0.04% 341
2020
Q1 		$50K Buy
263
+220
+512% +$49.2K 0.03% 334
2019
Q4 		$10K Buy
+43
New +$9.16K 0.01% 655

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Procyon Advisors's LULU Position: Q3 2020 in Review

Procyon Advisors sold out of lululemon athletica (LULU) in Q3 2020, closing a stake of 214 shares — an estimated $67K sold.

Procyon Advisors first reported a position in LULU in Q4 2019 and held it in 3 quarters. The position peaked at $67K in Q2 2020. 854 funds tracked by Wall St. Rank hold LULU as of Q3 2020.

  • Procyon Advisors reported no remaining lululemon athletica position as of Q3 2020 after selling out during the quarter.
  • Procyon Advisors sold 214 lululemon athletica shares in Q3 2020, an estimated $67K.
  • Procyon Advisors first reported a position in lululemon athletica in Q4 2019 and held it in 3 quarters.
  • Procyon Advisors's lululemon athletica position peaked at $67K in Q2 2020.
  • 854 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2020.

Based on Procyon Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.