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Selective Wealth Management’s lululemon athletica LULU Stock Holding History

Selective Wealth Management’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
-21
Closed -$7K – 374
2020
Q2 		$7K Hold
21
– – 0.01% 265
2020
Q1 		$4K Hold
21
– – 0.01% 226
2019
Q4 		$5K Hold
21
– – 0.01% 220
2019
Q3 		$4K Buy
+21
New +$3.92K 0.01% 246

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

Selective Wealth Management's LULU Position: Q3 2020 in Review

Selective Wealth Management sold out of lululemon athletica (LULU) in Q3 2020, closing a stake of 21 shares — an estimated $7K sold.

Selective Wealth Management first reported a position in LULU in Q3 2019 and held it in 4 quarters. The position peaked at $7K in Q2 2020. 854 funds tracked by Wall St. Rank hold LULU as of Q3 2020.

  • Selective Wealth Management reported no remaining lululemon athletica position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 21 lululemon athletica shares in Q3 2020, an estimated $7K.
  • Selective Wealth Management first reported a position in lululemon athletica in Q3 2019 and held it in 4 quarters.
  • Selective Wealth Management's lululemon athletica position peaked at $7K in Q2 2020.
  • 854 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.