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Apex Capital’s lululemon athletica LULU Stock Holding History

Apex Capital’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
2014
Q4 		– Sell
-491,900
Closed -$20.7M – 57
2014
Q3 		$20.7M Buy
491,900
+141,900
+41% +$5.71M 1.47% 28
2014
Q2 		$14.2M Sell
350,000
-361,700
-51% -$16.5M 0.89% 45
2014
Q1 		$37.4M Buy
711,700
+61,700
+9% +$3.08M 2.63% 12
2013
Q4 		$38.4M Buy
650,000
+360,000
+124% +$24.7M 2.53% 10
2013
Q3 		$21.2M Buy
290,000
+69,800
+32% +$4.87M 1.52% 27
2013
Q2 		$14.4M Buy
+220,200
New +$16M 0.99% 42

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return