Baillie Gifford & Co
LULU icon

Baillie Gifford & Co’s lululemon athletica LULU Stock Holding History

Baillie Gifford & Co’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
Q1 		– Sell
-768,096
Closed -$45.3M – 207
2013
Q4 		$45.3M Buy
768,096
+12,600
+2% +$865K 0.11% 92
2013
Q3 		$55.2M Buy
755,496
+329,696
+77% +$23M 0.14% 89
2013
Q2 		$27.9M Buy
+425,800
New +$30.9M 0.08% 103

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Baillie Gifford & Co's LULU Position: Q1 2014 in Review

Baillie Gifford & Co sold out of lululemon athletica (LULU) in Q1 2014, closing a stake of 768,096 shares — an estimated $45.3M sold.

Baillie Gifford & Co first reported a position in LULU in Q2 2013 and held it in 3 quarters. The position peaked at $55.2M in Q3 2013. 309 funds tracked by Wall St. Rank hold LULU as of Q1 2014.

  • Baillie Gifford & Co reported no remaining lululemon athletica position as of Q1 2014 after selling out during the quarter.
  • Baillie Gifford & Co sold 768,096 lululemon athletica shares in Q1 2014, an estimated $45.3M.
  • Baillie Gifford & Co first reported a position in lululemon athletica in Q2 2013 and held it in 3 quarters.
  • Baillie Gifford & Co's lululemon athletica position peaked at $55.2M in Q3 2013.
  • 309 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2014.

Based on Baillie Gifford & Co's 13F filing for Q1 2014, filed 1 May 2014.