Barbara Oil Co’s lululemon athletica LULU Stock Holding History

Barbara Oil 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
2017 Q2	–	Sell	-10,100	Closed	-$524K	–	84
2017 Q1	$524K	Hold	10,100	–	–	0.39%	73
2016 Q4	$656K	Hold	10,100	–	–	0.51%	63
2016 Q3	$616K	Hold	10,100	–	–	0.49%	66
2016 Q2	$746K	Hold	10,100	–	–	0.6%	56
2016 Q1	$684K	Hold	10,100	–	–	0.58%	55
2015 Q4	$530K	Hold	10,100	–	–	0.45%	70
2015 Q3	$512K	Hold	10,100	–	–	0.45%	71
2015 Q2	$660K	Hold	10,100	–	–	0.55%	61
2015 Q1	$647K	Hold	10,100	–	–	0.53%	62
2014 Q4	$563K	Hold	10,100	–	–	0.46%	69
2014 Q3	$424K	Hold	10,100	–	–	0.36%	76
2014 Q2	$409K	Buy	10,100 +5,000	+98%	+$228K	0.35%	77
2014 Q1	$268K	Buy	+5,100	New	+$254K	0.24%	76

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

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

HMP

HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barbara Oil Co's LULU Position: Q2 2017 in Review

Barbara Oil Co sold out of lululemon athletica (LULU) in Q2 2017, closing a stake of 10,100 shares — an estimated $524K sold.

Barbara Oil Co first reported a position in LULU in Q1 2014 and held it in 13 quarters. The position peaked at $746K in Q2 2016. 330 funds tracked by Wall St. Rank hold LULU as of Q2 2017.

Barbara Oil Co reported no remaining lululemon athletica position as of Q2 2017 after selling out during the quarter.
Barbara Oil Co sold 10,100 lululemon athletica shares in Q2 2017, an estimated $524K.
Barbara Oil Co first reported a position in lululemon athletica in Q1 2014 and held it in 13 quarters.
Barbara Oil Co's lululemon athletica position peaked at $746K in Q2 2016.
330 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2017.

Based on Barbara Oil Co's 13F filing for Q2 2017, filed 10 Aug 2017.