Berman Capital Advisors’s lululemon athletica LULU Stock Holding History

Berman Capital 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 Q3	$391K	Buy	970 +444	+84%	+$178K	0.06%	163
2021 Q2	$190K	Buy	526 +286	+119%	+$94.2K	0.03%	245
2021 Q1	$73K	Buy	240 +29	+14%	+$9.52K	0.02%	368
2020 Q4	$72K	Buy	211 +110	+109%	+$38.2K	0.02%	319
2020 Q3	$33K	Buy	101 +6	+6%	+$2K	0.01%	452
2020 Q2	$29K	Buy	95 +13	+16%	+$3.33K	0.01%	448
2020 Q1	$14K	Sell	82 -10	-11%	-$2.24K	﹤0.01%	584
2019 Q4	$21K	Hold	92	–	–	0.01%	522
2019 Q3	$17K	Buy	92 +34	+59%	+$6.35K	0.01%	556
2019 Q2	$10K	Hold	58	–	–	﹤0.01%	727
2019 Q1	$9K	Buy	58 +43	+287%	+$6.28K	﹤0.01%	694
2018 Q4	$1K	Buy	+15	New	+$2.01K	﹤0.01%	1025

Other funds holding LULU

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

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

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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Berman Capital Advisors's LULU Position: Q3 2021 in Review

Berman Capital Advisors increased its lululemon athletica (LULU) stake by 84% in Q3 2021, buying an estimated $178K and bringing the position to 970 shares worth $391K. The position accounts for 0.06% of the portfolio, ranked #163.

Berman Capital Advisors first reported a position in LULU in Q4 2018 and has held it in 12 quarters since. 951 funds tracked by Wall St. Rank hold LULU as of Q3 2021.

Berman Capital Advisors held 970 shares of lululemon athletica worth $391K as of Q3 2021.
Berman Capital Advisors bought 444 lululemon athletica shares in Q3 2021, an estimated $178K.
lululemon athletica made up 0.06% of Berman Capital Advisors's portfolio in Q3 2021, its #163 holding.
Berman Capital Advisors first reported a position in lululemon athletica in Q4 2018 and has held it in 12 quarters since.
951 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.