CWM
LULU icon

Concert Wealth Management’s lululemon athletica LULU Stock Holding History

Concert Wealth 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
2016
Q1 		– Sell
-12,338
Closed -$643K – 699
2015
Q4 		$643K Sell
12,338
-1,206
-9% -$60.8K 0.09% 302
2015
Q3 		$685K Sell
13,544
-49
-0.4% -$2.99K 0.09% 278
2015
Q2 		$897K Sell
13,593
-449
-3% -$29.2K 0.12% 231
2015
Q1 		$829K Buy
14,042
+530
+4% +$34K 0.24% 116
2014
Q4 		$760K Buy
+13,512
New +$616K 0.12% 235

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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concert Wealth Management's LULU Position: Q1 2016 in Review

Concert Wealth Management sold out of lululemon athletica (LULU) in Q1 2016, closing a stake of 12,338 shares — an estimated $643K sold.

Concert Wealth Management first reported a position in LULU in Q4 2014 and held it in 5 quarters. The position peaked at $897K in Q2 2015. 359 funds tracked by Wall St. Rank hold LULU as of Q1 2016.

  • Concert Wealth Management reported no remaining lululemon athletica position as of Q1 2016 after selling out during the quarter.
  • Concert Wealth Management sold 12,338 lululemon athletica shares in Q1 2016, an estimated $643K.
  • Concert Wealth Management first reported a position in lululemon athletica in Q4 2014 and held it in 5 quarters.
  • Concert Wealth Management's lululemon athletica position peaked at $897K in Q2 2015.
  • 359 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2016.

Based on Concert Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.