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Beech Hill Advisors’s lululemon athletica LULU Stock Holding History

Beech Hill Advisors’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
-3,750
Closed -$274K – 139
2013
Q3 		$274K Buy
+3,750
New +$262K 0.15% 106

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

Beech Hill Advisors's LULU Position: Q4 2013 in Review

Beech Hill Advisors sold out of lululemon athletica (LULU) in Q4 2013, closing a stake of 3,750 shares — an estimated $274K sold.

Beech Hill Advisors first reported a position in LULU in Q3 2013 and held it in 1 quarter. The position peaked at $274K in Q3 2013. 302 funds tracked by Wall St. Rank hold LULU as of Q4 2013.

  • Beech Hill Advisors reported no remaining lululemon athletica position as of Q4 2013 after selling out during the quarter.
  • Beech Hill Advisors sold 3,750 lululemon athletica shares in Q4 2013, an estimated $274K.
  • Beech Hill Advisors first reported a position in lululemon athletica in Q3 2013 and held it in 1 quarter.
  • Beech Hill Advisors's lululemon athletica position peaked at $274K in Q3 2013.
  • 302 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2013.

Based on Beech Hill Advisors's 13F filing for Q4 2013, filed 28 Jan 2014.