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Spearhead Capital Advisors’s lululemon athletica LULU Stock Holding History

Spearhead Capital 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
2021
Q2 		– Sell
-1,023
Closed -$314K – 192
2021
Q1 		$314K Buy
1,023
+72
+8% +$23.6K 0.05% 158
2020
Q4 		$331K Sell
951
-19
-2% -$6.6K 0.05% 133
2020
Q3 		$319K Hold
970
– – 0.06% 126
2020
Q2 		$303K Buy
+970
New +$248K 0.06% 105

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Spearhead Capital Advisors's LULU Position: Q2 2021 in Review

Spearhead Capital Advisors sold out of lululemon athletica (LULU) in Q2 2021, closing a stake of 1,023 shares — an estimated $314K sold.

Spearhead Capital Advisors first reported a position in LULU in Q2 2020 and held it in 4 quarters. The position peaked at $331K in Q4 2020. 928 funds tracked by Wall St. Rank hold LULU as of Q2 2021.

  • Spearhead Capital Advisors reported no remaining lululemon athletica position as of Q2 2021 after selling out during the quarter.
  • Spearhead Capital Advisors sold 1,023 lululemon athletica shares in Q2 2021, an estimated $314K.
  • Spearhead Capital Advisors first reported a position in lululemon athletica in Q2 2020 and held it in 4 quarters.
  • Spearhead Capital Advisors's lululemon athletica position peaked at $331K in Q4 2020.
  • 928 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2021.

Based on Spearhead Capital Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.