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Global Thematic Partners’s lululemon athletica LULU Stock Holding History

Global Thematic Partners’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
-942,513
Closed -$39.6M – 77
2014
Q3 		$39.6M Buy
942,513
+158,294
+20% +$6.37M 0.6% 54
2014
Q2 		$31.7M Buy
+784,219
New +$35.8M 0.49% 56

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

Global Thematic Partners's LULU Position: Q4 2014 in Review

Global Thematic Partners sold out of lululemon athletica (LULU) in Q4 2014, closing a stake of 942,513 shares — an estimated $39.6M sold.

Global Thematic Partners first reported a position in LULU in Q2 2014 and held it in 2 quarters. The position peaked at $39.6M in Q3 2014. 341 funds tracked by Wall St. Rank hold LULU as of Q4 2014.

  • Global Thematic Partners reported no remaining lululemon athletica position as of Q4 2014 after selling out during the quarter.
  • Global Thematic Partners sold 942,513 lululemon athletica shares in Q4 2014, an estimated $39.6M.
  • Global Thematic Partners first reported a position in lululemon athletica in Q2 2014 and held it in 2 quarters.
  • Global Thematic Partners's lululemon athletica position peaked at $39.6M in Q3 2014.
  • 341 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2014.

Based on Global Thematic Partners's 13F filing for Q4 2014, filed 26 Jan 2015.