Shine Investment Advisory Services’s lululemon athletica LULU Stock Holding History

Shine Investment Advisory Services’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	$428K	Sell	1,300 -340	-21%	-$113K	0.15%	74
2020 Q2	$512K	Buy	1,640 +402	+32%	+$103K	0.19%	67
2020 Q1	$235K	Buy	1,238 +512	+71%	+$115K	0.11%	100
2019 Q4	$168K	Buy	726 +564	+348%	+$120K	0.07%	143
2019 Q3	$31K	Sell	162 -13	-7%	-$2.43K	0.01%	395
2019 Q2	$32K	Buy	175 +22	+14%	+$3.82K	0.01%	394
2019 Q1	$25K	Hold	153	–	–	0.01%	439
2018 Q4	$19K	Buy	153 +55	+56%	+$7.37K	0.01%	446
2018 Q3	$16K	Buy	+98	New	+$13.4K	0.01%	470

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Shine Investment Advisory Services's LULU Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its lululemon athletica (LULU) stake by 21% in Q3 2020, selling an estimated $113K and leaving 1,300 shares worth $428K. The position accounts for 0.15% of the portfolio, ranked #74.

Shine Investment Advisory Services first reported a position in LULU in Q3 2018 and has held it in 9 quarters since. The position peaked at $512K in Q2 2020. 855 funds tracked by Wall St. Rank hold LULU as of Q3 2020.

Shine Investment Advisory Services held 1,300 shares of lululemon athletica worth $428K as of Q3 2020.
Shine Investment Advisory Services sold 340 lululemon athletica shares in Q3 2020, an estimated $113K.
lululemon athletica made up 0.15% of Shine Investment Advisory Services's portfolio in Q3 2020, its #74 holding.
Shine Investment Advisory Services first reported a position in lululemon athletica in Q3 2018 and has held it in 9 quarters since.
Shine Investment Advisory Services's lululemon athletica position peaked at $512K in Q2 2020.
855 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.