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TLWM Financial’s lululemon athletica LULU Stock Holding History

TLWM Financial’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
-1,853
Closed -$568K – 73
2021
Q1 		$568K Buy
1,853
+89
+5% +$29.2K 0.22% 52
2020
Q4 		$614K Buy
1,764
+8
+0.5% +$2.78K 0.25% 40
2020
Q3 		$561K Buy
+1,756
New +$586K 0.27% 37

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

TLWM Financial's LULU Position: Q2 2021 in Review

TLWM Financial sold out of lululemon athletica (LULU) in Q2 2021, closing a stake of 1,853 shares — an estimated $568K sold.

TLWM Financial first reported a position in LULU in Q3 2020 and held it in 3 quarters. The position peaked at $614K in Q4 2020. 928 funds tracked by Wall St. Rank hold LULU as of Q2 2021.

  • TLWM Financial reported no remaining lululemon athletica position as of Q2 2021 after selling out during the quarter.
  • TLWM Financial sold 1,853 lululemon athletica shares in Q2 2021, an estimated $568K.
  • TLWM Financial first reported a position in lululemon athletica in Q3 2020 and held it in 3 quarters.
  • TLWM Financial's lululemon athletica position peaked at $614K in Q4 2020.
  • 928 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2021.

Based on TLWM Financial's 13F filing for Q2 2021, filed 10 Aug 2021.