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Thompson Davis & Co’s lululemon athletica LULU Stock Holding History

Thompson Davis & Co’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
2022
Q1 		– Sell
-550
Closed -$215K – 123
2021
Q4 		$215K Buy
+550
New +$235K 0.18% 97
2018
Q3 		$16K Hold
100
– – 0.03% 378
2018
Q2 		$12K Buy
+100
New +$10.7K 0.03% 406
2017
Q4 		– Sell
-42
Closed -$3K – 902
2017
Q3 		$3K Buy
+42
New +$2.53K 0.01% 949
2016
Q3 		– Sell
-125
Closed -$9K – 1139
2016
Q2 		$9K Buy
+125
New +$8.29K 0.01% 669
2015
Q2 		– Sell
-125
Closed -$8K – 1228
2015
Q1 		$8K Buy
+125
New +$8.01K 0.01% 791
2014
Q3 		– Sell
-125
Closed -$5K – 1191
2014
Q2 		$5K Buy
+125
New +$5.7K 0.01% 605
2014
Q1 		– Sell
-75
Closed -$4K – 834
2013
Q4 		$4K Buy
+75
New +$5.15K 0.01% 592

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return