Baird’s lululemon athletica LULU Stock Holding History

Baird’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 Q1	$7.03M	Sell	109,820 -301,144	-73%	-$19.3M	0.07%	268
2014 Q4	$22.9M	Buy	+410,964	New	+$18.7M	0.24%	125
2013 Q3	–	Sell	-15,234	Closed	-$998K	–	1099
2013 Q2	$998K	Buy	+15,234	New	+$1.1M	0.02%	573

Other funds holding LULU

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Baird's LULU Position: Q1 2015 in Review

Baird reduced its lululemon athletica (LULU) stake by 73% in Q1 2015, selling an estimated $19.3M and leaving 109,820 shares worth $7.03M. The position accounts for 0.07% of the portfolio, ranked #268.

Baird first reported a position in LULU in Q2 2013 and has held it in 3 quarters since. The position peaked at $22.9M in Q4 2014. 339 funds tracked by Wall St. Rank hold LULU as of Q1 2015.

Baird held 109,820 shares of lululemon athletica worth $7.03M as of Q1 2015.
Baird sold 301,144 lululemon athletica shares in Q1 2015, an estimated $19.3M.
lululemon athletica made up 0.07% of Baird's portfolio in Q1 2015, its #268 holding.
Baird first reported a position in lululemon athletica in Q2 2013 and has held it in 3 quarters since.
Baird's lululemon athletica position peaked at $22.9M in Q4 2014.
339 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.