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ClearBridge LLC (Maryland)’s lululemon athletica LULU Stock Holding History

ClearBridge LLC (Maryland)’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
Q3 		– Sell
-11,480
Closed -$685K – 182
2017
Q2 		$685K Sell
11,480
-150
-1% -$7.81K 0.01% 140
2017
Q1 		$603K Hold
11,630
– – 0.01% 145
2016
Q4 		$756K Buy
11,630
+6,460
+125% +$385K 0.02% 141
2016
Q3 		$315K Buy
5,170
+4,000
+342% +$295K 0.01% 143
2016
Q2 		$86K Hold
1,170
– – ﹤0.01% 164
2016
Q1 		$79K Buy
1,170
+1,070
+1,070% +$64.3K ﹤0.01% 167
2015
Q4 		$5K Buy
+100
New +$5.04K ﹤0.01% 185

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

ClearBridge LLC (Maryland)'s LULU Position: Q3 2017 in Review

ClearBridge LLC (Maryland) sold out of lululemon athletica (LULU) in Q3 2017, closing a stake of 11,480 shares — an estimated $685K sold.

ClearBridge LLC (Maryland) first reported a position in LULU in Q4 2015 and held it in 7 quarters. The position peaked at $756K in Q4 2016. 342 funds tracked by Wall St. Rank hold LULU as of Q3 2017.

  • ClearBridge LLC (Maryland) reported no remaining lululemon athletica position as of Q3 2017 after selling out during the quarter.
  • ClearBridge LLC (Maryland) sold 11,480 lululemon athletica shares in Q3 2017, an estimated $685K.
  • ClearBridge LLC (Maryland) first reported a position in lululemon athletica in Q4 2015 and held it in 7 quarters.
  • ClearBridge LLC (Maryland)'s lululemon athletica position peaked at $756K in Q4 2016.
  • 342 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2017.

Based on ClearBridge LLC (Maryland)'s 13F filing for Q3 2017, filed 14 Nov 2017.