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CI Global Investments’s lululemon athletica LULU Stock Holding History

CI Global Investments’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
-134,000
Closed -$9.79M – 212
2013
Q3 		$9.79M Sell
134,000
-40,000
-23% -$2.79M 0.37% 89
2013
Q2 		$11.4M Buy
+174,000
New +$12.6M 0.52% 64

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

CI Global Investments's LULU Position: Q4 2013 in Review

CI Global Investments sold out of lululemon athletica (LULU) in Q4 2013, closing a stake of 134,000 shares — an estimated $9.79M sold.

CI Global Investments first reported a position in LULU in Q2 2013 and held it in 2 quarters. The position peaked at $11.4M in Q2 2013. 302 funds tracked by Wall St. Rank hold LULU as of Q4 2013.

  • CI Global Investments reported no remaining lululemon athletica position as of Q4 2013 after selling out during the quarter.
  • CI Global Investments sold 134,000 lululemon athletica shares in Q4 2013, an estimated $9.79M.
  • CI Global Investments first reported a position in lululemon athletica in Q2 2013 and held it in 2 quarters.
  • CI Global Investments's lululemon athletica position peaked at $11.4M in Q2 2013.
  • 302 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2013.

Based on CI Global Investments's 13F filing for Q4 2013, filed 3 Feb 2014.