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Aris Wealth Services’s lululemon athletica LULU Stock Holding History

Aris Wealth Services’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
2015
Q3 		$25K Hold
500
– – 0.05% 143
2015
Q2 		$33K Hold
500
– – 0.03% 262
2015
Q1 		$32K Buy
+500
New +$32K 0.03% 267

Other funds holding LULU

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
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
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aris Wealth Services's LULU Position: Q3 2015 in Review

Aris Wealth Services held its lululemon athletica (LULU) position steady in Q3 2015 at 500 shares worth $25K. The position accounts for 0.05% of the portfolio, ranked #143.

Aris Wealth Services first reported a position in LULU in Q1 2015 and has held it in 3 quarters since. The position peaked at $33K in Q2 2015. 344 funds tracked by Wall St. Rank hold LULU as of Q3 2015.

  • Aris Wealth Services held 500 shares of lululemon athletica worth $25K as of Q3 2015.
  • Aris Wealth Services left its lululemon athletica share count unchanged in Q3 2015.
  • lululemon athletica made up 0.05% of Aris Wealth Services's portfolio in Q3 2015, its #143 holding.
  • Aris Wealth Services first reported a position in lululemon athletica in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's lululemon athletica position peaked at $33K in Q2 2015.
  • 344 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.