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Bedel Financial Consulting’s lululemon athletica LULU Stock Holding History

Bedel Financial Consulting’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
-52
Closed -$10K – 871
2020
Q1 		$10K Buy
+52
New +$11.6K 0.01% 474

Other funds holding LULU

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bedel Financial Consulting's LULU Position: Q2 2020 in Review

Bedel Financial Consulting sold out of lululemon athletica (LULU) in Q2 2020, closing a stake of 52 shares — an estimated $10K sold.

Bedel Financial Consulting first reported a position in LULU in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 813 funds tracked by Wall St. Rank hold LULU as of Q2 2020.

  • Bedel Financial Consulting reported no remaining lululemon athletica position as of Q2 2020 after selling out during the quarter.
  • Bedel Financial Consulting sold 52 lululemon athletica shares in Q2 2020, an estimated $10K.
  • Bedel Financial Consulting first reported a position in lululemon athletica in Q1 2020 and held it in 1 quarter.
  • Bedel Financial Consulting's lululemon athletica position peaked at $10K in Q1 2020.
  • 813 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2020.

Based on Bedel Financial Consulting's 13F filing for Q2 2020, filed 14 Jul 2020.