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Bel Air Investment Advisors’s lululemon athletica LULU Stock Holding History

Bel Air Investment 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
Q2 		$3.2M Buy
8,772
+6,547
+294% +$2.16M 0.1% 100
2021
Q1 		$682K Buy
+2,225
New +$730K 0.02% 236

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bel Air Investment Advisors's LULU Position: Q2 2021 in Review

Bel Air Investment Advisors increased its lululemon athletica (LULU) stake by 294% in Q2 2021, buying an estimated $2.16M and bringing the position to 8,772 shares worth $3.2M. The position accounts for 0.1% of the portfolio, ranked #100.

Bel Air Investment Advisors first reported a position in LULU in Q1 2021 and has held it in 2 quarters since. 929 funds tracked by Wall St. Rank hold LULU as of Q2 2021.

  • Bel Air Investment Advisors held 8,772 shares of lululemon athletica worth $3.2M as of Q2 2021.
  • Bel Air Investment Advisors bought 6,547 lululemon athletica shares in Q2 2021, an estimated $2.16M.
  • lululemon athletica made up 0.1% of Bel Air Investment Advisors's portfolio in Q2 2021, its #100 holding.
  • Bel Air Investment Advisors first reported a position in lululemon athletica in Q1 2021 and has held it in 2 quarters since.
  • 929 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.