Winslow Evans & Crocker’s lululemon athletica LULU Stock Holding History

Winslow Evans & Crocker’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	$1.06M	Sell	3,060 -335	-10%	-$116K	0.2%	118
2020 Q3	$1.12M	Sell	3,395 -525	-13%	-$175K	0.28%	79
2020 Q2	$1.22M	Buy	3,920 +800	+26%	+$205K	0.33%	65
2020 Q1	$592K	Buy	3,120 +1,624	+109%	+$363K	0.2%	114
2019 Q4	$348K	Buy	1,496 +1,286	+612%	+$274K	0.09%	221
2019 Q3	$42K	Hold	210	–	–	0.01%	524
2019 Q2	$38K	Buy	210 +200	+2,000%	+$34.7K	0.01%	569
2019 Q1	$2K	Hold	10	–	–	﹤0.01%	1188
2018 Q4	$2K	Hold	10	–	–	﹤0.01%	1025
2018 Q3	$2K	Hold	10	–	–	﹤0.01%	1039
2018 Q2	$2K	Buy	+10	New	+$1.07K	﹤0.01%	1048
2016 Q3	–	Sell	-196	Closed	-$14.4K	–	1308
2016 Q2	$14.4K	Sell	196 -50	-20%	-$3.32K	﹤0.01%	790
2016 Q1	$16.7K	Sell	246 -80	-25%	-$4.8K	0.01%	749
2015 Q4	$17.1K	Buy	326 +36	+12%	+$1.81K	﹤0.01%	784
2015 Q3	$14.6K	Buy	290 +4	+1%	+$244	﹤0.01%	801
2015 Q2	$18.6K	Buy	+286	New	+$18.6K	0.01%	779
2014 Q2	–	Sell	-37	Closed	-$1.95K	–	1319
2014 Q1	$1.95K	Hold	37	–	–	﹤0.01%	1174
2013 Q4	$2K	Buy	+37	New	+$2.54K	﹤0.01%	1289

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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Winslow Evans & Crocker's LULU Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its lululemon athletica (LULU) stake by 9.9% in Q4 2020, selling an estimated $116K and leaving 3,060 shares worth $1.06M. The position accounts for 0.2% of the portfolio, ranked #118.

Winslow Evans & Crocker first reported a position in LULU in Q4 2013 and has held it in 18 quarters since. The position peaked at $1.22M in Q2 2020. 932 funds tracked by Wall St. Rank hold LULU as of Q4 2020.

Winslow Evans & Crocker held 3,060 shares of lululemon athletica worth $1.06M as of Q4 2020.
Winslow Evans & Crocker sold 335 lululemon athletica shares in Q4 2020, an estimated $116K.
lululemon athletica made up 0.2% of Winslow Evans & Crocker's portfolio in Q4 2020, its #118 holding.
Winslow Evans & Crocker first reported a position in lululemon athletica in Q4 2013 and has held it in 18 quarters since.
Winslow Evans & Crocker's lululemon athletica position peaked at $1.22M in Q2 2020.
932 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.