Professional Planning’s lululemon athletica LULU Stock Holding History

Professional Planning’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
2021 Q3	$494K	Sell	1,221 -22	-2%	-$8.81K	0.24%	67
2021 Q2	$453K	Sell	1,243 -150	-11%	-$49.4K	0.21%	75
2021 Q1	$427K	Sell	1,393 -217	-13%	-$71.2K	0.21%	75
2020 Q4	$560K	Buy	+1,610	New	+$559K	0.23%	76
2020 Q3	–	Sell	-1,259	Closed	-$393K	–	72
2020 Q2	$393K	Buy	+1,259	New	+$322K	0.21%	77

Other funds holding LULU

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Professional Planning's LULU Position: Q3 2021 in Review

Professional Planning reduced its lululemon athletica (LULU) stake by 1.8% in Q3 2021, selling an estimated $8.81K and leaving 1,221 shares worth $494K. The position accounts for 0.24% of the portfolio, ranked #67.

Professional Planning first reported a position in LULU in Q2 2020 and has held it in 5 quarters since. The position peaked at $560K in Q4 2020. 950 funds tracked by Wall St. Rank hold LULU as of Q3 2021.

Professional Planning held 1,221 shares of lululemon athletica worth $494K as of Q3 2021.
Professional Planning sold 22 lululemon athletica shares in Q3 2021, an estimated $8.81K.
lululemon athletica made up 0.24% of Professional Planning's portfolio in Q3 2021, its #67 holding.
Professional Planning first reported a position in lululemon athletica in Q2 2020 and has held it in 5 quarters since.
Professional Planning's lululemon athletica position peaked at $560K in Q4 2020.
950 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.