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Semmax Financial Advisors’s lululemon athletica LULU Stock Holding History

Semmax Financial 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
2019
Q3 		– Sell
-17
Closed -$3K – 318
2019
Q2 		$3K Sell
17
-101
-86% -$17.5K ﹤0.01% 258
2019
Q1 		$19K Sell
118
-91
-44% -$13.3K 0.01% 271
2018
Q4 		$25K Buy
+209
New +$28K 0.02% 250

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Semmax Financial Advisors's LULU Position: Q3 2019 in Review

Semmax Financial Advisors sold out of lululemon athletica (LULU) in Q3 2019, closing a stake of 17 shares — an estimated $3K sold.

Semmax Financial Advisors first reported a position in LULU in Q4 2018 and held it in 3 quarters. The position peaked at $25K in Q4 2018. 654 funds tracked by Wall St. Rank hold LULU as of Q3 2019.

  • Semmax Financial Advisors reported no remaining lululemon athletica position as of Q3 2019 after selling out during the quarter.
  • Semmax Financial Advisors sold 17 lululemon athletica shares in Q3 2019, an estimated $3K.
  • Semmax Financial Advisors first reported a position in lululemon athletica in Q4 2018 and held it in 3 quarters.
  • Semmax Financial Advisors's lululemon athletica position peaked at $25K in Q4 2018.
  • 654 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2019.

Based on Semmax Financial Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.