Security National Trust’s lululemon athletica LULU Stock Holding History

Security National Trust’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 Q2	–	Sell	-29	Closed	-$5K	–	450
2020 Q1	$5K	Hold	29	–	–	﹤0.01%	405
2019 Q4	$7K	Buy	+29	New	+$6.18K	﹤0.01%	398
2014 Q3	–	Sell	-1,000	Closed	-$40K	–	533
2014 Q2	$40K	Hold	1,000	–	–	0.02%	297
2014 Q1	$53K	Hold	1,000	–	–	0.02%	274
2013 Q4	$59K	Hold	1,000	–	–	0.02%	262
2013 Q3	$73K	Hold	1,000	–	–	0.03%	232
2013 Q2	$66K	Buy	+1,000	New	+$72.5K	0.03%	239

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Security National Trust's LULU Position: Q2 2020 in Review

Security National Trust sold out of lululemon athletica (LULU) in Q2 2020, closing a stake of 29 shares — an estimated $5K sold.

Security National Trust first reported a position in LULU in Q2 2013 and held it in 7 quarters. The position peaked at $73K in Q3 2013. 813 funds tracked by Wall St. Rank hold LULU as of Q2 2020.

Security National Trust reported no remaining lululemon athletica position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 29 lululemon athletica shares in Q2 2020, an estimated $5K.
Security National Trust first reported a position in lululemon athletica in Q2 2013 and held it in 7 quarters.
Security National Trust's lululemon athletica position peaked at $73K in Q3 2013.
813 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.