Bedell Frazier Investment Counselling’s lululemon athletica LULU Stock Holding History

Bedell Frazier Investment Counselling’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	-25,855	Closed	-$4.9M	–	66
2020 Q1	$4.9M	Sell	25,855 -210	-0.8%	-$47K	2.3%	17
2019 Q4	$5.02M	Hold	26,065	–	–	2.01%	24
2019 Q3	$5.02M	Sell	26,065 -13,665	-34%	-$2.55M	1.96%	25
2019 Q2	$7.16M	Sell	39,730 -3,080	-7%	-$535K	2.61%	17
2019 Q1	$7.01M	Sell	42,810 -1,990	-4%	-$291K	2.77%	14
2018 Q4	$5.45M	Sell	44,800 -50,865	-53%	-$6.82M	2.32%	18
2018 Q3	$15.5M	Sell	95,665 -9,600	-9%	-$1.32M	4.3%	4
2018 Q2	$13.1M	Sell	105,265 -7,950	-7%	-$848K	3.85%	5
2018 Q1	$10.1M	Buy	113,215 +44,370	+64%	+$3.55M	3.57%	7
2017 Q4	$5.41M	Buy	+68,845	New	+$4.59M	2.01%	26

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 $167B AUM 44.17% 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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bedell Frazier Investment Counselling's LULU Position: Q2 2020 in Review

Bedell Frazier Investment Counselling sold out of lululemon athletica (LULU) in Q2 2020, closing a stake of 25,855 shares — an estimated $4.9M sold.

Bedell Frazier Investment Counselling first reported a position in LULU in Q4 2017 and held it in 10 quarters. The position peaked at $15.5M in Q3 2018. 814 funds tracked by Wall St. Rank hold LULU as of Q2 2020.

Bedell Frazier Investment Counselling reported no remaining lululemon athletica position as of Q2 2020 after selling out during the quarter.
Bedell Frazier Investment Counselling sold 25,855 lululemon athletica shares in Q2 2020, an estimated $4.9M.
Bedell Frazier Investment Counselling first reported a position in lululemon athletica in Q4 2017 and held it in 10 quarters.
Bedell Frazier Investment Counselling's lululemon athletica position peaked at $15.5M in Q3 2018.
814 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2020.

Based on Bedell Frazier Investment Counselling's 13F filing for Q2 2020, filed 11 Aug 2020.