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WESPAC Advisors’s lululemon athletica LULU Stock Holding History

WESPAC 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
Q1 		– Sell
-854
Closed -$297K – 178
2020
Q4 		$297K Buy
+854
New +$297K 0.23% 108
2020
Q3 		– Sell
-1,020
Closed -$318K – 102
2020
Q2 		$318K Buy
+1,020
New +$261K 0.36% 80
2019
Q2 		– Sell
-1,852
Closed -$280K – 133
2019
Q1 		$280K Buy
+1,852
New +$270K 0.19% 96

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

WESPAC Advisors's LULU Position: Q1 2021 in Review

WESPAC Advisors sold out of lululemon athletica (LULU) in Q1 2021, closing a stake of 854 shares — an estimated $297K sold.

WESPAC Advisors first reported a position in LULU in Q1 2019 and held it in 3 quarters. The position peaked at $318K in Q2 2020. 884 funds tracked by Wall St. Rank hold LULU as of Q1 2021.

  • WESPAC Advisors reported no remaining lululemon athletica position as of Q1 2021 after selling out during the quarter.
  • WESPAC Advisors sold 854 lululemon athletica shares in Q1 2021, an estimated $297K.
  • WESPAC Advisors first reported a position in lululemon athletica in Q1 2019 and held it in 3 quarters.
  • WESPAC Advisors's lululemon athletica position peaked at $318K in Q2 2020.
  • 884 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2021.

Based on WESPAC Advisors's 13F filing for Q1 2021, filed 10 May 2021.