Calvert Investment Management’s lululemon athletica LULU Stock Holding History

Calvert Investment 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 Q1	–	Sell	-7,034	Closed	-$457K	–	350
2016 Q4	$457K	Sell	7,034 -346	-5%	-$20.6K	0.02%	559
2016 Q3	$450K	Buy	7,380 +986	+15%	+$72.8K	0.02%	552
2016 Q2	$472K	Buy	6,394 +293	+5%	+$19.4K	0.02%	518
2016 Q1	$413K	Buy	6,101 +2,206	+57%	+$132K	0.02%	530
2015 Q4	$204K	Buy	+3,895	New	+$196K	0.01%	662
2015 Q2	–	Sell	-4,450	Closed	-$285K	–	665
2015 Q1	$285K	Buy	4,450 +563	+14%	+$36.1K	0.02%	505
2014 Q4	$217K	Buy	+3,887	New	+$177K	0.01%	545

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

HMP

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Calvert Investment Management's LULU Position: Q1 2017 in Review

Calvert Investment Management sold out of lululemon athletica (LULU) in Q1 2017, closing a stake of 7,034 shares — an estimated $457K sold.

Calvert Investment Management first reported a position in LULU in Q4 2014 and held it in 7 quarters. The position peaked at $472K in Q2 2016. 336 funds tracked by Wall St. Rank hold LULU as of Q1 2017.

Calvert Investment Management reported no remaining lululemon athletica position as of Q1 2017 after selling out during the quarter.
Calvert Investment Management sold 7,034 lululemon athletica shares in Q1 2017, an estimated $457K.
Calvert Investment Management first reported a position in lululemon athletica in Q4 2014 and held it in 7 quarters.
Calvert Investment Management's lululemon athletica position peaked at $472K in Q2 2016.
336 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.