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SG3 Management’s lululemon athletica LULU Stock Holding History

SG3 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
Q4 		– Sell
-1,000
Closed -$347K – 1138
2020
Q3 		$329K Sell
1,000
-4,000
-80% -$1.33M 0.01% 647
2020
Q2 		$1.56M Buy
+5,000
New +$1.28M 0.11% 223

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SG3 Management's LULU Position: Q4 2020 in Review

SG3 Management sold out of lululemon athletica (LULU) in Q4 2020, closing a stake of 1,000 shares — an estimated $347K sold.

SG3 Management first reported a position in LULU in Q2 2020 and held it in 2 quarters. The position peaked at $1.56M in Q2 2020. 932 funds tracked by Wall St. Rank hold LULU as of Q4 2020.

  • SG3 Management reported no remaining lululemon athletica position as of Q4 2020 after selling out during the quarter.
  • SG3 Management sold 1,000 lululemon athletica shares in Q4 2020, an estimated $347K.
  • SG3 Management first reported a position in lululemon athletica in Q2 2020 and held it in 2 quarters.
  • SG3 Management's lululemon athletica position peaked at $1.56M in Q2 2020.
  • 932 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2020.

Based on SG3 Management's 13F filing for Q4 2020, filed 16 Feb 2021.