TAM
LULU icon

Tradition Asset Management’s lululemon athletica LULU Stock Holding History

Tradition Asset 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
Q1 		– Sell
-930
Closed -$215K – 187
2019
Q4 		$215K Buy
+930
New +$198K 0.05% 178

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tradition Asset Management's LULU Position: Q1 2020 in Review

Tradition Asset Management sold out of lululemon athletica (LULU) in Q1 2020, closing a stake of 930 shares — an estimated $215K sold.

Tradition Asset Management first reported a position in LULU in Q4 2019 and held it in 1 quarter. The position peaked at $215K in Q4 2019. 711 funds tracked by Wall St. Rank hold LULU as of Q1 2020.

  • Tradition Asset Management reported no remaining lululemon athletica position as of Q1 2020 after selling out during the quarter.
  • Tradition Asset Management sold 930 lululemon athletica shares in Q1 2020, an estimated $215K.
  • Tradition Asset Management first reported a position in lululemon athletica in Q4 2019 and held it in 1 quarter.
  • Tradition Asset Management's lululemon athletica position peaked at $215K in Q4 2019.
  • 711 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2020.

Based on Tradition Asset Management's 13F filing for Q1 2020, filed 5 May 2020.