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Vantage Investment Advisors’s lululemon athletica LULU Stock Holding History

Vantage Investment Advisors’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
2018
Q3 		$25K Hold
155
– – 0.01% 387
2018
Q2 		$19K Hold
155
– – ﹤0.01% 425
2018
Q1 		$14K Sell
155
-86
-36% -$6.88K ﹤0.01% 493
2017
Q4 		$19K Sell
241
-464
-66% -$30.9K ﹤0.01% 452
2017
Q3 		$44K Hold
705
– – 0.01% 295
2017
Q2 		$42K Hold
705
– – 0.01% 290
2017
Q1 		$37K Hold
705
– – 0.01% 292
2016
Q4 		$46K Hold
705
– – 0.02% 262
2016
Q3 		$43K Hold
705
– – 0.02% 264
2016
Q2 		$52K Buy
705
+533
+310% +$35.4K 0.02% 254
2016
Q1 		$12K Hold
172
– – 0.01% 495
2015
Q4 		$9K Buy
172
+86
+100% +$4.33K ﹤0.01% 523
2015
Q3 		$4K Hold
86
– – ﹤0.01% 652
2015
Q2 		$6K Sell
86
-86
-50% -$5.59K ﹤0.01% 584
2015
Q1 		$11K Buy
172
+86
+100% +$5.51K ﹤0.01% 591
2014
Q4 		$5K Hold
86
– – ﹤0.01% 612
2014
Q3 		$4K Hold
86
– – ﹤0.01% 601
2014
Q2 		$3K Sell
86
-213
-71% -$9.71K ﹤0.01% 624
2014
Q1 		$16K Buy
299
+213
+248% +$10.6K 0.01% 376
2013
Q4 		$5K Buy
+86
New +$5.9K ﹤0.01% 497

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vantage Investment Advisors's LULU Position: Q3 2018 in Review

Vantage Investment Advisors held its lululemon athletica (LULU) position steady in Q3 2018 at 155 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #387.

Vantage Investment Advisors first reported a position in LULU in Q4 2013 and has held it in 20 quarters since. The position peaked at $52K in Q2 2016. 524 funds tracked by Wall St. Rank hold LULU as of Q3 2018.

  • Vantage Investment Advisors held 155 shares of lululemon athletica worth $25K as of Q3 2018.
  • Vantage Investment Advisors left its lululemon athletica share count unchanged in Q3 2018.
  • lululemon athletica made up 0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #387 holding.
  • Vantage Investment Advisors first reported a position in lululemon athletica in Q4 2013 and has held it in 20 quarters since.
  • Vantage Investment Advisors's lululemon athletica position peaked at $52K in Q2 2016.
  • 524 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.