TRAM
LULU icon

Tuscan Ridge Asset Management’s lululemon athletica LULU Stock Holding History

Tuscan Ridge 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
2019
Q3 		– Sell
-1,111
Closed -$208K – 726
2019
Q2 		$200K Buy
+1,111
New +$193K 0.02% 611

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Tuscan Ridge Asset Management's LULU Position: Q3 2019 in Review

Tuscan Ridge Asset Management sold out of lululemon athletica (LULU) in Q3 2019, closing a stake of 1,111 shares — an estimated $208K sold.

Tuscan Ridge Asset Management first reported a position in LULU in Q2 2019 and held it in 1 quarter. The position peaked at $200K in Q2 2019. 654 funds tracked by Wall St. Rank hold LULU as of Q3 2019.

  • Tuscan Ridge Asset Management reported no remaining lululemon athletica position as of Q3 2019 after selling out during the quarter.
  • Tuscan Ridge Asset Management sold 1,111 lululemon athletica shares in Q3 2019, an estimated $208K.
  • Tuscan Ridge Asset Management first reported a position in lululemon athletica in Q2 2019 and held it in 1 quarter.
  • Tuscan Ridge Asset Management's lululemon athletica position peaked at $200K in Q2 2019.
  • 654 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2019.

Based on Tuscan Ridge Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.