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Barrett Asset Management’s lululemon athletica LULU Stock Holding History

Barrett Asset Management’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
Q3 		– Sell
-100
Closed -$6K – 371
2017
Q2 		$6K Hold
100
– – ﹤0.01% 350
2017
Q1 		$5K Hold
100
– – ﹤0.01% 345
2016
Q4 		$6K Hold
100
– – ﹤0.01% 341
2016
Q3 		$6K Hold
100
– – ﹤0.01% 310
2016
Q2 		$7K Buy
100
+15
+18% +$995 ﹤0.01% 306
2016
Q1 		$6K Buy
+85
New +$5.1K ﹤0.01% 341

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Barrett Asset Management's LULU Position: Q3 2017 in Review

Barrett Asset Management sold out of lululemon athletica (LULU) in Q3 2017, closing a stake of 100 shares — an estimated $6K sold.

Barrett Asset Management first reported a position in LULU in Q1 2016 and held it in 6 quarters. The position peaked at $7K in Q2 2016. 342 funds tracked by Wall St. Rank hold LULU as of Q3 2017.

  • Barrett Asset Management reported no remaining lululemon athletica position as of Q3 2017 after selling out during the quarter.
  • Barrett Asset Management sold 100 lululemon athletica shares in Q3 2017, an estimated $6K.
  • Barrett Asset Management first reported a position in lululemon athletica in Q1 2016 and held it in 6 quarters.
  • Barrett Asset Management's lululemon athletica position peaked at $7K in Q2 2016.
  • 342 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2017.

Based on Barrett Asset Management's 13F filing for Q3 2017, filed 8 Nov 2017.