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USCA RIA’s lululemon athletica LULU Stock Holding History

USCA RIA’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 		$588K Buy
1,610
+80
+5% +$26.3K 0.04% 373
2021
Q1 		$469K Buy
1,530
+50
+3% +$16.4K 0.03% 391
2020
Q4 		$515K Buy
1,480
+300
+25% +$104K 0.04% 322
2020
Q3 		$389K Sell
1,180
-395
-25% -$132K 0.03% 331
2020
Q2 		$491K Buy
+1,575
New +$403K 0.04% 285
2016
Q4 		– Sell
-16,050
Closed -$979K – 391
2016
Q3 		$979K Buy
+16,050
New +$1.19M 0.16% 160

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

USCA RIA's LULU Position: Q2 2021 in Review

USCA RIA increased its lululemon athletica (LULU) stake by 5.2% in Q2 2021, buying an estimated $26.3K and bringing the position to 1,610 shares worth $588K. The position accounts for 0.04% of the portfolio, ranked #373.

USCA RIA first reported a position in LULU in Q3 2016 and has held it in 6 quarters since. The position peaked at $979K in Q3 2016. 928 funds tracked by Wall St. Rank hold LULU as of Q2 2021.

  • USCA RIA held 1,610 shares of lululemon athletica worth $588K as of Q2 2021.
  • USCA RIA bought 80 lululemon athletica shares in Q2 2021, an estimated $26.3K.
  • lululemon athletica made up 0.04% of USCA RIA's portfolio in Q2 2021, its #373 holding.
  • USCA RIA first reported a position in lululemon athletica in Q3 2016 and has held it in 6 quarters since.
  • USCA RIA's lululemon athletica position peaked at $979K in Q3 2016.
  • 928 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.