Bruderman Asset Management’s lululemon athletica LULU Stock Holding History

Bruderman Asset 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
2022 Q2	$679K	Buy	2,492 +9	+0.4%	+$2.88K	1.22%	33
2022 Q1	$906K	Sell	2,483 -1,153	-32%	-$375K	1.37%	27
2021 Q4	$1.42M	Sell	3,636 -8,062	-69%	-$3.45M	1.09%	33
2021 Q3	$4.73M	Buy	11,698 +431	+4%	+$173K	1.19%	28
2021 Q2	$4.11M	Buy	11,267 +281	+3%	+$92.5K	1.27%	29
2021 Q1	$3.37M	Buy	10,986 +185	+2%	+$60.7K	0.94%	35
2020 Q4	$3.76M	Buy	10,801 +890	+9%	+$309K	1.09%	32
2020 Q3	$3.26M	Buy	9,911 +6,099	+160%	+$2.04M	1.07%	32
2020 Q2	$1.18M	Buy	+3,812	New	+$975K	0.39%	65

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Bruderman Asset Management's LULU Position: Q2 2022 in Review

Bruderman Asset Management increased its lululemon athletica (LULU) stake by 0.36% in Q2 2022, buying an estimated $2.88K and bringing the position to 2,492 shares worth $679K. The position accounts for 1.22% of the portfolio, ranked #33.

Bruderman Asset Management first reported a position in LULU in Q2 2020 and has held it in 9 quarters since. The position peaked at $4.73M in Q3 2021. 972 funds tracked by Wall St. Rank hold LULU as of Q2 2022.

Bruderman Asset Management held 2,492 shares of lululemon athletica worth $679K as of Q2 2022.
Bruderman Asset Management bought 9 lululemon athletica shares in Q2 2022, an estimated $2.88K.
lululemon athletica made up 1.22% of Bruderman Asset Management's portfolio in Q2 2022, its #33 holding.
Bruderman Asset Management first reported a position in lululemon athletica in Q2 2020 and has held it in 9 quarters since.
Bruderman Asset Management's lululemon athletica position peaked at $4.73M in Q3 2021.
972 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.