Squar Milner Financial Services’s lululemon athletica LULU Stock Holding History

Squar Milner Financial 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 Q2	–	Sell	-255	Closed	-$48K	–	494
2020 Q1	$48K	Sell	255 -11	-4%	-$2.46K	0.03%	360
2019 Q4	$61K	Buy	+266	New	+$56.7K	0.03%	390
2019 Q3	–	Sell	-255	Closed	-$46K	–	501
2019 Q2	$46K	Hold	255	–	–	0.03%	360
2019 Q1	$41K	Hold	255	–	–	0.03%	345
2018 Q4	$31K	Hold	255	–	–	0.03%	344
2018 Q3	$41K	Hold	255	–	–	0.04%	323
2018 Q2	$32K	Buy	+255	New	+$27.2K	0.03%	413

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

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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squar Milner Financial Services's LULU Position: Q2 2020 in Review

Squar Milner Financial Services sold out of lululemon athletica (LULU) in Q2 2020, closing a stake of 255 shares — an estimated $48K sold.

Squar Milner Financial Services first reported a position in LULU in Q2 2018 and held it in 7 quarters. The position peaked at $61K in Q4 2019. 814 funds tracked by Wall St. Rank hold LULU as of Q2 2020.

Squar Milner Financial Services reported no remaining lululemon athletica position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 255 lululemon athletica shares in Q2 2020, an estimated $48K.
Squar Milner Financial Services first reported a position in lululemon athletica in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's lululemon athletica position peaked at $61K in Q4 2019.
814 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.