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Emerson Investment Management’s lululemon athletica LULU Stock Holding History

Emerson Investment 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
2014
Q4 		– Sell
-44,030
Closed -$1.85M – 180
2014
Q3 		$1.85M Sell
44,030
-1,675
-4% -$67.4K 0.36% 81
2014
Q2 		$1.85M Buy
45,705
+10
+0% +$456 0.36% 80
2014
Q1 		$2.4M Buy
+45,695
New +$2.28M 0.49% 68

Other funds holding LULU

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Emerson Investment Management's LULU Position: Q4 2014 in Review

Emerson Investment Management sold out of lululemon athletica (LULU) in Q4 2014, closing a stake of 44,030 shares — an estimated $1.85M sold.

Emerson Investment Management first reported a position in LULU in Q1 2014 and held it in 3 quarters. The position peaked at $2.4M in Q1 2014. 341 funds tracked by Wall St. Rank hold LULU as of Q4 2014.

  • Emerson Investment Management reported no remaining lululemon athletica position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 44,030 lululemon athletica shares in Q4 2014, an estimated $1.85M.
  • Emerson Investment Management first reported a position in lululemon athletica in Q1 2014 and held it in 3 quarters.
  • Emerson Investment Management's lululemon athletica position peaked at $2.4M in Q1 2014.
  • 341 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2014.

Based on Emerson Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.