Weld Capital Management’s lululemon athletica LULU Stock Holding History

Weld Capital Management’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 Q2	–	Sell	-1,913	Closed	-$363K	–	562
2020 Q1	$363K	Buy	+1,913	New	+$428K	0.19%	203
2019 Q3	–	Sell	-2,938	Closed	-$529K	–	897
2019 Q2	$529K	Buy	+2,938	New	+$510K	0.1%	367
2019 Q1	–	Sell	-13,032	Closed	-$1.58M	–	784
2018 Q4	$1.58M	Buy	+13,032	New	+$1.75M	0.36%	48

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Weld Capital Management's LULU Position: Q2 2020 in Review

Weld Capital Management sold out of lululemon athletica (LULU) in Q2 2020, closing a stake of 1,913 shares — an estimated $363K sold.

Weld Capital Management first reported a position in LULU in Q4 2018 and held it in 3 quarters. The position peaked at $1.58M in Q4 2018. 813 funds tracked by Wall St. Rank hold LULU as of Q2 2020.

Weld Capital Management reported no remaining lululemon athletica position as of Q2 2020 after selling out during the quarter.
Weld Capital Management sold 1,913 lululemon athletica shares in Q2 2020, an estimated $363K.
Weld Capital Management first reported a position in lululemon athletica in Q4 2018 and held it in 3 quarters.
Weld Capital Management's lululemon athletica position peaked at $1.58M in Q4 2018.
813 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2020.

Based on Weld Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.