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EverPoint Asset Management’s lululemon athletica LULU Stock Holding History

EverPoint Asset 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
Q4 		$13.6M Buy
210,000
+110,000
+110% +$6.56M 0.25% 109
2016
Q3 		$6.1M Buy
+100,000
New +$7.38M 0.11% 216
2014
Q3 		– Sell
-8,000
Closed -$324K – 499
2014
Q2 		$324K Buy
+8,000
New +$365K 0.01% 477

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
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

EverPoint Asset Management's LULU Position: Q4 2016 in Review

EverPoint Asset Management increased its lululemon athletica (LULU) stake by 3,497% in Q4 2016, buying an estimated $12.5M and bringing the position to 215,803 shares worth $14M. The position accounts for 0.26% of the portfolio, ranked #104.

EverPoint Asset Management first reported a position in LULU in Q4 2014 and has held it in 8 quarters since. 357 funds tracked by Wall St. Rank hold LULU as of Q4 2016.

  • EverPoint Asset Management held 215,803 shares of lululemon athletica worth $14M as of Q4 2016.
  • EverPoint Asset Management bought 209,803 lululemon athletica shares in Q4 2016, an estimated $12.5M.
  • lululemon athletica made up 0.26% of EverPoint Asset Management's portfolio in Q4 2016, its #104 holding.
  • EverPoint Asset Management first reported a position in lululemon athletica in Q4 2014 and has held it in 8 quarters since.
  • 357 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2016.

Based on EverPoint Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.