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Exchange Capital Management’s lululemon athletica LULU Stock Holding History

Exchange 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
2014
Q3 		– Sell
-100
Closed -$4K – 238
2014
Q2 		$4K Hold
100
– – ﹤0.01% 213
2014
Q1 		$5K Hold
100
– – ﹤0.01% 208
2013
Q4 		$6K Hold
100
– – ﹤0.01% 187
2013
Q3 		$7K Hold
100
– – ﹤0.01% 153
2013
Q2 		$7K Buy
+100
New +$7.25K ﹤0.01% 142

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

Exchange Capital Management's LULU Position: Q3 2014 in Review

Exchange Capital Management sold out of lululemon athletica (LULU) in Q3 2014, closing a stake of 100 shares — an estimated $4K sold.

Exchange Capital Management first reported a position in LULU in Q2 2013 and held it in 5 quarters. The position peaked at $7K in Q3 2013. 309 funds tracked by Wall St. Rank hold LULU as of Q3 2014.

  • Exchange Capital Management reported no remaining lululemon athletica position as of Q3 2014 after selling out during the quarter.
  • Exchange Capital Management sold 100 lululemon athletica shares in Q3 2014, an estimated $4K.
  • Exchange Capital Management first reported a position in lululemon athletica in Q2 2013 and held it in 5 quarters.
  • Exchange Capital Management's lululemon athletica position peaked at $7K in Q3 2013.
  • 309 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2014.

Based on Exchange Capital Management's 13F filing for Q3 2014, filed 3 Oct 2014.