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WealthStone’s lululemon athletica LULU Stock Holding History

WealthStone’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
Q1 		$206K Buy
672
+91
+16% +$29.9K 0.07% 249
2020
Q4 		$202K Sell
581
-91
-14% -$31.6K 0.07% 223
2020
Q3 		$221K Buy
+672
New +$224K 0.1% 147
2019
Q3 		– Sell
-6,755
Closed -$1.22M – 360
2019
Q2 		$1.22M Buy
+6,755
New +$1.17M 0.55% 35

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthStone's LULU Position: Q1 2021 in Review

WealthStone increased its lululemon athletica (LULU) stake by 16% in Q1 2021, buying an estimated $29.9K and bringing the position to 672 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #249.

WealthStone first reported a position in LULU in Q2 2019 and has held it in 4 quarters since. The position peaked at $1.22M in Q2 2019. 884 funds tracked by Wall St. Rank hold LULU as of Q1 2021.

  • WealthStone held 672 shares of lululemon athletica worth $206K as of Q1 2021.
  • WealthStone bought 91 lululemon athletica shares in Q1 2021, an estimated $29.9K.
  • lululemon athletica made up 0.07% of WealthStone's portfolio in Q1 2021, its #249 holding.
  • WealthStone first reported a position in lululemon athletica in Q2 2019 and has held it in 4 quarters since.
  • WealthStone's lululemon athletica position peaked at $1.22M in Q2 2019.
  • 884 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.