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Weaver Consulting Group’s lululemon athletica LULU Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-79
Closed -$26K – 570
2020
Q3 		$26K Buy
79
+29
+58% +$9.68K 0.02% 366
2020
Q2 		$16K Hold
50
– – 0.01% 429
2020
Q1 		$10K Buy
+50
New +$11.2K 0.01% 441

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Weaver Consulting Group's LULU Position: Q4 2020 in Review

Weaver Consulting Group sold out of lululemon athletica (LULU) in Q4 2020, closing a stake of 79 shares — an estimated $26K sold.

Weaver Consulting Group first reported a position in LULU in Q1 2020 and held it in 3 quarters. The position peaked at $26K in Q3 2020. 932 funds tracked by Wall St. Rank hold LULU as of Q4 2020.

  • Weaver Consulting Group reported no remaining lululemon athletica position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 79 lululemon athletica shares in Q4 2020, an estimated $26K.
  • Weaver Consulting Group first reported a position in lululemon athletica in Q1 2020 and held it in 3 quarters.
  • Weaver Consulting Group's lululemon athletica position peaked at $26K in Q3 2020.
  • 932 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.