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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
2018
Q4 		– Sell
-1,700
Closed -$276K – 55
2018
Q3 		$276K Buy
+1,700
New +$233K 0.08% 53

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 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.