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Brendel Financial Advisors’s lululemon athletica LULU Stock Holding History

Brendel Financial 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 		– Sell
-15
Closed -$5K – 187
2021
Q2 		$5K Buy
+15
New +$4.94K ﹤0.01% 230
2020
Q3 		– Sell
-7,697
Closed -$2.4M – 81
2020
Q2 		$2.4M Buy
+7,697
New +$1.97M 2.07% 17

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $167B AUM 44.17% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Brendel Financial Advisors's LULU Position: Q3 2021 in Review

Brendel Financial Advisors sold out of lululemon athletica (LULU) in Q3 2021, closing a stake of 15 shares — an estimated $5K sold.

Brendel Financial Advisors first reported a position in LULU in Q2 2020 and held it in 2 quarters. The position peaked at $2.4M in Q2 2020. 951 funds tracked by Wall St. Rank hold LULU as of Q3 2021.

  • Brendel Financial Advisors reported no remaining lululemon athletica position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 15 lululemon athletica shares in Q3 2021, an estimated $5K.
  • Brendel Financial Advisors first reported a position in lululemon athletica in Q2 2020 and held it in 2 quarters.
  • Brendel Financial Advisors's lululemon athletica position peaked at $2.4M in Q2 2020.
  • 951 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.