Vontobel Swiss Wealth Advisors’s lululemon athletica LULU Stock Holding History

Vontobel Swiss Wealth 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
2021 Q2	$497K	Buy	1,362 +80	+6%	+$26.3K	0.26%	49
2021 Q1	$393K	Buy	1,282 +481	+60%	+$158K	0.22%	54
2020 Q4	$279K	Buy	801 +74	+10%	+$25.7K	0.16%	64
2020 Q3	$239K	Sell	727 -119	-14%	-$39.7K	0.17%	62
2020 Q2	$264K	Sell	846 -486	-36%	-$124K	0.17%	71
2020 Q1	$252K	Sell	1,332 -440	-25%	-$98.4K	0.19%	73
2019 Q4	$411K	Buy	1,772 +398	+29%	+$84.8K	0.27%	69
2019 Q3	$265K	Buy	+1,374	New	+$257K	0.17%	94

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's LULU Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its lululemon athletica (LULU) stake by 6.2% in Q2 2021, buying an estimated $26.3K and bringing the position to 1,362 shares worth $497K. The position accounts for 0.26% of the portfolio, ranked #49.

Vontobel Swiss Wealth Advisors first reported a position in LULU in Q3 2019 and has held it in 8 quarters since. 928 funds tracked by Wall St. Rank hold LULU as of Q2 2021.

Vontobel Swiss Wealth Advisors held 1,362 shares of lululemon athletica worth $497K as of Q2 2021.
Vontobel Swiss Wealth Advisors bought 80 lululemon athletica shares in Q2 2021, an estimated $26.3K.
lululemon athletica made up 0.26% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #49 holding.
Vontobel Swiss Wealth Advisors first reported a position in lululemon athletica in Q3 2019 and has held it in 8 quarters since.
928 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.