Mid Atlantic Financial Management’s lululemon athletica LULU Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$769K	Sell	1,901 -221	-10%	-$88.5K	0.05%	328
2021 Q2	$774K	Buy	2,122 +145	+7%	+$47.8K	0.05%	329
2021 Q1	$606K	Sell	1,977 -18	-0.9%	-$5.91K	0.04%	375
2020 Q4	$694K	Sell	1,995 -48	-2%	-$16.7K	0.05%	315
2020 Q3	$668K	Sell	2,043 -246	-11%	-$82.1K	0.06%	295
2020 Q2	$714K	Sell	2,289 -330	-13%	-$84.4K	0.07%	250
2020 Q1	$496K	Sell	2,619 -1,930	-42%	-$432K	0.06%	300
2019 Q4	$1.05M	Buy	4,549 +252	+6%	+$53.7K	0.1%	206
2019 Q3	$827K	Sell	4,297 -801	-16%	-$150K	0.09%	245
2019 Q2	$919K	Buy	5,098 +494	+11%	+$85.8K	0.1%	223
2019 Q1	$754K	Buy	+4,604	New	+$672K	0.08%	253

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 $145B AUM 34.61% 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

Mid Atlantic Financial Management's LULU Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its lululemon athletica (LULU) stake by 10% in Q3 2021, selling an estimated $88.5K and leaving 1,901 shares worth $769K. The position accounts for 0.05% of the portfolio, ranked #328.

Mid Atlantic Financial Management first reported a position in LULU in Q1 2019 and has held it in 11 quarters since. The position peaked at $1.05M in Q4 2019. 950 funds tracked by Wall St. Rank hold LULU as of Q3 2021.

Mid Atlantic Financial Management held 1,901 shares of lululemon athletica worth $769K as of Q3 2021.
Mid Atlantic Financial Management sold 221 lululemon athletica shares in Q3 2021, an estimated $88.5K.
lululemon athletica made up 0.05% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #328 holding.
Mid Atlantic Financial Management first reported a position in lululemon athletica in Q1 2019 and has held it in 11 quarters since.
Mid Atlantic Financial Management's lululemon athletica position peaked at $1.05M in Q4 2019.
950 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.