Ruggie Capital Group’s lululemon athletica LULU Stock Holding History

Ruggie Capital Group’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
2018 Q3	–	Sell	-12	Closed	-$1K	–	278
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	312
2018 Q1	$1K	Hold	12	–	–	﹤0.01%	272
2017 Q4	$1K	Hold	12	–	–	﹤0.01%	297
2017 Q3	$1K	Hold	12	–	–	﹤0.01%	237
2017 Q2	$1K	Hold	12	–	–	﹤0.01%	260
2017 Q1	$1K	Buy	+12	New	+$790	﹤0.01%	240

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Ruggie Capital Group's LULU Position: Q3 2018 in Review

Ruggie Capital Group sold out of lululemon athletica (LULU) in Q3 2018, closing a stake of 12 shares — an estimated $1K sold.

Ruggie Capital Group first reported a position in LULU in Q1 2017 and held it in 6 quarters. The position peaked at $1K in Q2 2018. 524 funds tracked by Wall St. Rank hold LULU as of Q3 2018.

Ruggie Capital Group reported no remaining lululemon athletica position as of Q3 2018 after selling out during the quarter.
Ruggie Capital Group sold 12 lululemon athletica shares in Q3 2018, an estimated $1K.
Ruggie Capital Group first reported a position in lululemon athletica in Q1 2017 and held it in 6 quarters.
Ruggie Capital Group's lululemon athletica position peaked at $1K in Q2 2018.
524 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2018.

Based on Ruggie Capital Group's 13F filing for Q3 2018, filed 7 Nov 2018.