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Sonora Investment Management’s lululemon athletica LULU Stock Holding History

Sonora Investment 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
2021
Q3 		$5K Sell
12
-40
-77% -$16K ﹤0.01% 880
2021
Q2 		$19K Hold
52
– – ﹤0.01% 585
2021
Q1 		$16K Hold
52
– – ﹤0.01% 1069
2020
Q4 		$18K Hold
52
– – ﹤0.01% 972
2020
Q3 		$17K Buy
52
+50
+2,500% +$16.7K ﹤0.01% 970
2020
Q2 		$1K Sell
2
-48
-96% -$12.3K ﹤0.01% 1673
2020
Q1 		$9K Buy
+50
New +$11.2K ﹤0.01% 1121

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Sonora Investment Management's LULU Position: Q3 2021 in Review

Sonora Investment Management reduced its lululemon athletica (LULU) stake by 77% in Q3 2021, selling an estimated $16K and leaving 12 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Sonora Investment Management first reported a position in LULU in Q1 2020 and has held it in 7 quarters since. The position peaked at $19K in Q2 2021. 951 funds tracked by Wall St. Rank hold LULU as of Q3 2021.

  • Sonora Investment Management held 12 shares of lululemon athletica worth $5K as of Q3 2021.
  • Sonora Investment Management sold 40 lululemon athletica shares in Q3 2021, an estimated $16K.
  • lululemon athletica made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #880 holding.
  • Sonora Investment Management first reported a position in lululemon athletica in Q1 2020 and has held it in 7 quarters since.
  • Sonora Investment Management's lululemon athletica position peaked at $19K in Q2 2021.
  • 951 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.