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Spreng Capital Management’s lululemon athletica LULU Stock Holding History

Spreng Capital 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
-624
Closed -$206K – 99
2020
Q3 		$206K Buy
+624
New +$208K 0.19% 81

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Spreng Capital Management's LULU Position: Q4 2020 in Review

Spreng Capital Management sold out of lululemon athletica (LULU) in Q4 2020, closing a stake of 624 shares — an estimated $206K sold.

Spreng Capital Management first reported a position in LULU in Q3 2020 and held it in 1 quarter. The position peaked at $206K in Q3 2020. 933 funds tracked by Wall St. Rank hold LULU as of Q4 2020.

  • Spreng Capital Management reported no remaining lululemon athletica position as of Q4 2020 after selling out during the quarter.
  • Spreng Capital Management sold 624 lululemon athletica shares in Q4 2020, an estimated $206K.
  • Spreng Capital Management first reported a position in lululemon athletica in Q3 2020 and held it in 1 quarter.
  • Spreng Capital Management's lululemon athletica position peaked at $206K in Q3 2020.
  • 933 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2020.

Based on Spreng Capital Management's 13F filing for Q4 2020, filed 22 Jan 2021.