CO
LULU icon

Caldwell & Orkin’s lululemon athletica LULU Stock Holding History

Caldwell & Orkin’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
Q1 		– Sell
-25,000
Closed -$1.65M – 97
2016
Q4 		$1.63M Buy
25,000
+14,000
+127% +$835K 1.03% 44
2016
Q3 		$671K Buy
+11,000
New +$812K 0.46% 50

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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Caldwell & Orkin's LULU Position: Q1 2017 in Review

Caldwell & Orkin sold out of lululemon athletica (LULU) in Q1 2017, closing a stake of 25,000 shares — an estimated $1.65M sold.

Caldwell & Orkin first reported a position in LULU in Q3 2016 and held it in 2 quarters. The position peaked at $1.63M in Q4 2016. 336 funds tracked by Wall St. Rank hold LULU as of Q1 2017.

  • Caldwell & Orkin reported no remaining lululemon athletica position as of Q1 2017 after selling out during the quarter.
  • Caldwell & Orkin sold 25,000 lululemon athletica shares in Q1 2017, an estimated $1.65M.
  • Caldwell & Orkin first reported a position in lululemon athletica in Q3 2016 and held it in 2 quarters.
  • Caldwell & Orkin's lululemon athletica position peaked at $1.63M in Q4 2016.
  • 336 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2017.

Based on Caldwell & Orkin's 13F filing for Q1 2017, filed 5 May 2017.