TrueWealth LLC’s lululemon athletica LULU Stock Holding History

TrueWealth LLC’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
2019 Q4	–	Sell	-50	Closed	-$10K	–	749
2019 Q3	$10K	Buy	+50	New	+$9.34K	﹤0.01%	450
2018 Q1	–	Sell	-68	Closed	-$5K	–	867
2017 Q4	$5K	Buy	+68	New	+$4.53K	﹤0.01%	662

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

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

TrueWealth LLC's LULU Position: Q4 2019 in Review

TrueWealth LLC sold out of lululemon athletica (LULU) in Q4 2019, closing a stake of 50 shares — an estimated $10K sold.

TrueWealth LLC first reported a position in LULU in Q4 2017 and held it in 2 quarters. The position peaked at $10K in Q3 2019. 736 funds tracked by Wall St. Rank hold LULU as of Q4 2019.

TrueWealth LLC reported no remaining lululemon athletica position as of Q4 2019 after selling out during the quarter.
TrueWealth LLC sold 50 lululemon athletica shares in Q4 2019, an estimated $10K.
TrueWealth LLC first reported a position in lululemon athletica in Q4 2017 and held it in 2 quarters.
TrueWealth LLC's lululemon athletica position peaked at $10K in Q3 2019.
736 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2019.

Based on TrueWealth LLC's 13F filing for Q4 2019, filed 22 Jan 2020.