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Berkshire Capital Holdings’s lululemon athletica LULU Stock Holding History

Berkshire Capital Holdings’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
Q1 		– Sell
-10
Closed -$3K – 84
2020
Q4 		$3K Hold
10
– – ﹤0.01% 41
2020
Q3 		$3K Sell
10
-37,780
-100% -$12.6M ﹤0.01% 36
2020
Q2 		$11.8M Buy
+37,790
New +$9.66M 2.14% 23

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Capital Holdings's LULU Position: Q1 2021 in Review

Berkshire Capital Holdings sold out of lululemon athletica (LULU) in Q1 2021, closing a stake of 10 shares — an estimated $3K sold.

Berkshire Capital Holdings first reported a position in LULU in Q2 2020 and held it in 3 quarters. The position peaked at $11.8M in Q2 2020. 884 funds tracked by Wall St. Rank hold LULU as of Q1 2021.

  • Berkshire Capital Holdings reported no remaining lululemon athletica position as of Q1 2021 after selling out during the quarter.
  • Berkshire Capital Holdings sold 10 lululemon athletica shares in Q1 2021, an estimated $3K.
  • Berkshire Capital Holdings first reported a position in lululemon athletica in Q2 2020 and held it in 3 quarters.
  • Berkshire Capital Holdings's lululemon athletica position peaked at $11.8M in Q2 2020.
  • 884 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2021.

Based on Berkshire Capital Holdings's 13F filing for Q1 2021, filed 14 May 2021.