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Spectrum Financial Alliance’s lululemon athletica LULU Stock Holding History

Spectrum Financial Alliance’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
Q1 		– Sell
-9
Closed -$1K – 62
2018
Q4 		$1K Hold
9
– – ﹤0.01% 94
2018
Q3 		$1K Hold
9
– – ﹤0.01% 104
2018
Q2 		$1K Hold
9
– – ﹤0.01% 95
2018
Q1 		$0 Buy
+9
New +$720 ﹤0.01% 146

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Spectrum Financial Alliance's LULU Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of lululemon athletica (LULU) in Q1 2019, closing a stake of 9 shares — an estimated $1K sold.

Spectrum Financial Alliance first reported a position in LULU in Q1 2018 and held it in 4 quarters. The position peaked at $1K in Q4 2018. 628 funds tracked by Wall St. Rank hold LULU as of Q1 2019.

  • Spectrum Financial Alliance reported no remaining lululemon athletica position as of Q1 2019 after selling out during the quarter.
  • Spectrum Financial Alliance sold 9 lululemon athletica shares in Q1 2019, an estimated $1K.
  • Spectrum Financial Alliance first reported a position in lululemon athletica in Q1 2018 and held it in 4 quarters.
  • Spectrum Financial Alliance's lululemon athletica position peaked at $1K in Q4 2018.
  • 628 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.