BerganKDV Wealth Management’s lululemon athletica LULU Stock Holding History

BerganKDV Wealth Management’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
2023 Q2	$18.9K	Sell	50 -17	-25%	-$6.27K	﹤0.01%	491
2023 Q1	$24.4K	Buy	67 +1	+2%	+$314	﹤0.01%	498
2022 Q4	$21.1K	Sell	66 -82	-55%	-$27K	﹤0.01%	483
2022 Q3	$41K	Sell	148 -8	-5%	-$2.48K	﹤0.01%	389
2022 Q2	$43K	Hold	156	–	–	﹤0.01%	398
2022 Q1	$57K	Hold	156	–	–	0.01%	387
2021 Q4	$61K	Hold	156	–	–	0.01%	400
2021 Q3	$63K	Hold	156	–	–	0.01%	373
2021 Q2	$57K	Hold	156	–	–	0.01%	372
2021 Q1	$48K	Sell	156 -8	-5%	-$2.63K	0.01%	372
2020 Q4	$57K	Buy	164 +123	+300%	+$42.7K	0.01%	339
2020 Q3	$14K	Hold	41	–	–	﹤0.01%	468
2020 Q2	$13K	Sell	41 -5	-11%	-$1.28K	﹤0.01%	502
2020 Q1	$9K	Buy	46 +17	+59%	+$3.8K	﹤0.01%	505
2019 Q4	$7K	Buy	+29	New	+$6.18K	﹤0.01%	567
2019 Q3	–	Sell	-75	Closed	-$14K	–	733
2019 Q2	$14K	Hold	75	–	–	﹤0.01%	476
2019 Q1	$12K	Hold	75	–	–	﹤0.01%	505
2018 Q4	$9K	Buy	+75	New	+$10.1K	﹤0.01%	496

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BerganKDV Wealth Management's LULU Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its lululemon athletica (LULU) stake by 25% in Q2 2023, selling an estimated $6.27K and leaving 50 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

BerganKDV Wealth Management first reported a position in LULU in Q4 2018 and has held it in 18 quarters since. The position peaked at $63K in Q3 2021. 1,084 funds tracked by Wall St. Rank hold LULU as of Q2 2023.

BerganKDV Wealth Management held 50 shares of lululemon athletica worth $18.9K as of Q2 2023.
BerganKDV Wealth Management sold 17 lululemon athletica shares in Q2 2023, an estimated $6.27K.
lululemon athletica made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #491 holding.
BerganKDV Wealth Management first reported a position in lululemon athletica in Q4 2018 and has held it in 18 quarters since.
BerganKDV Wealth Management's lululemon athletica position peaked at $63K in Q3 2021.
1,084 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.