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Elgethun Capital Management’s lululemon athletica LULU Stock Holding History

Elgethun Capital 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
-20
Closed -$1K – 160
2016
Q4 		$1K Buy
+20
New +$1.19K ﹤0.01% 270

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

Elgethun Capital Management's LULU Position: Q1 2017 in Review

Elgethun Capital Management sold out of lululemon athletica (LULU) in Q1 2017, closing a stake of 20 shares — an estimated $1K sold.

Elgethun Capital Management first reported a position in LULU in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 336 funds tracked by Wall St. Rank hold LULU as of Q1 2017.

  • Elgethun Capital Management reported no remaining lululemon athletica position as of Q1 2017 after selling out during the quarter.
  • Elgethun Capital Management sold 20 lululemon athletica shares in Q1 2017, an estimated $1K.
  • Elgethun Capital Management first reported a position in lululemon athletica in Q4 2016 and held it in 1 quarter.
  • Elgethun Capital Management's lululemon athletica position peaked at $1K in Q4 2016.
  • 336 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2017.

Based on Elgethun Capital Management's 13F filing for Q1 2017, filed 11 May 2017.