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Cannell & Spears’s lululemon athletica LULU Stock Holding History

Cannell & Spears’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
2015
Q1 		– Sell
-8,203
Closed -$458K – 140
2014
Q4 		$458K Buy
8,203
+698
+9% +$31.8K 0.05% 100
2014
Q3 		$315K Buy
7,505
+408
+6% +$16.4K 0.04% 113
2014
Q2 		$287K Buy
+7,097
New +$324K 0.03% 121

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Cannell & Spears's LULU Position: Q1 2015 in Review

Cannell & Spears sold out of lululemon athletica (LULU) in Q1 2015, closing a stake of 8,203 shares — an estimated $458K sold.

Cannell & Spears first reported a position in LULU in Q2 2014 and held it in 3 quarters. The position peaked at $458K in Q4 2014. 339 funds tracked by Wall St. Rank hold LULU as of Q1 2015.

  • Cannell & Spears reported no remaining lululemon athletica position as of Q1 2015 after selling out during the quarter.
  • Cannell & Spears sold 8,203 lululemon athletica shares in Q1 2015, an estimated $458K.
  • Cannell & Spears first reported a position in lululemon athletica in Q2 2014 and held it in 3 quarters.
  • Cannell & Spears's lululemon athletica position peaked at $458K in Q4 2014.
  • 339 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2015.

Based on Cannell & Spears's 13F filing for Q1 2015, filed 14 May 2015.