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BlackRock Institutional Trust’s lululemon athletica LULU Stock Holding History

BlackRock Institutional Trust’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
2016
Q4 		$183M Buy
2,814,803
+122,329
+5% +$7.3M 0.03% 617
2016
Q3 		$164M Sell
2,692,474
-23,096
-0.9% -$1.71M 0.03% 634
2016
Q2 		$201M Sell
2,715,570
-110,020
-4% -$7.3M 0.03% 534
2016
Q1 		$191M Sell
2,825,590
-22,120
-0.8% -$1.33M 0.03% 554
2015
Q4 		$149M Buy
2,847,710
+62,605
+2% +$3.15M 0.02% 665
2015
Q3 		$141M Sell
2,785,105
-11,868
-0.4% -$723K 0.02% 666
2015
Q2 		$183M Buy
2,796,973
+869,214
+45% +$56.5M 0.03% 596
2015
Q1 		$123M Buy
1,927,759
+39,354
+2% +$2.52M 0.02% 800
2014
Q4 		$105M Buy
1,888,405
+156,926
+9% +$7.16M 0.02% 847
2014
Q3 		$72.7M Sell
1,731,479
-72,461
-4% -$2.92M 0.01% 1031
2014
Q2 		$73M Buy
1,803,940
+7,394
+0.4% +$337K 0.01% 1070
2014
Q1 		$94.5M Buy
1,796,546
+4,699
+0.3% +$234K 0.02% 910
2013
Q4 		$106M Buy
1,791,847
+193,173
+12% +$13.3M 0.02% 830
2013
Q3 		$117M Buy
1,598,674
+1,398,996
+701% +$97.6M 0.02% 699
2013
Q2 		$13.1M Buy
+199,678
New +$14.5M ﹤0.01% 2136

Other funds holding LULU

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $7.8B AUM 25.03% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return

BlackRock Institutional Trust's LULU Position: Q4 2016 in Review

BlackRock Institutional Trust increased its lululemon athletica (LULU) stake by 4.5% in Q4 2016, buying an estimated $7.3M and bringing the position to 2,814,803 shares worth $183M. The position accounts for 0.03% of the portfolio, ranked #617.

BlackRock Institutional Trust first reported a position in LULU in Q2 2013 and has held it in 15 quarters since. The position peaked at $201M in Q2 2016. 358 funds tracked by Wall St. Rank hold LULU as of Q4 2016.

  • BlackRock Institutional Trust held 2,814,803 shares of lululemon athletica worth $183M as of Q4 2016.
  • BlackRock Institutional Trust bought 122,329 lululemon athletica shares in Q4 2016, an estimated $7.3M.
  • lululemon athletica made up 0.03% of BlackRock Institutional Trust's portfolio in Q4 2016, its #617 holding.
  • BlackRock Institutional Trust first reported a position in lululemon athletica in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's lululemon athletica position peaked at $201M in Q2 2016.
  • 358 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.