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Badgley, Phelps & Bell’s lululemon athletica LULU Stock Holding History

Badgley, Phelps & Bell’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
2013
Q4 		– Sell
-53,173
Closed -$3.89M – 173
2013
Q3 		$3.89M Sell
53,173
-1,305
-2% -$91K 0.44% 91
2013
Q2 		$3.57M Buy
+54,478
New +$3.95M 0.42% 94

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
MCM
Marsico Capital Management Denver, Colorado $3.4B AUM 51.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Badgley, Phelps & Bell's LULU Position: Q4 2013 in Review

Badgley, Phelps & Bell sold out of lululemon athletica (LULU) in Q4 2013, closing a stake of 53,173 shares — an estimated $3.89M sold.

Badgley, Phelps & Bell first reported a position in LULU in Q2 2013 and held it in 2 quarters. The position peaked at $3.89M in Q3 2013. 302 funds tracked by Wall St. Rank hold LULU as of Q4 2013.

  • Badgley, Phelps & Bell reported no remaining lululemon athletica position as of Q4 2013 after selling out during the quarter.
  • Badgley, Phelps & Bell sold 53,173 lululemon athletica shares in Q4 2013, an estimated $3.89M.
  • Badgley, Phelps & Bell first reported a position in lululemon athletica in Q2 2013 and held it in 2 quarters.
  • Badgley, Phelps & Bell's lululemon athletica position peaked at $3.89M in Q3 2013.
  • 302 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2013.

Based on Badgley, Phelps & Bell's 13F filing for Q4 2013, filed 5 Feb 2014.