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Greenwood Capital Associates’s lululemon athletica LULU Stock Holding History

Greenwood Capital Associates’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
2015
Q1 		– Sell
-5,255
Closed -$293K – 165
2014
Q4 		$293K Buy
+5,255
New +$240K 0.08% 109

Other funds holding LULU

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Greenwood Capital Associates's LULU Position: Q1 2015 in Review

Greenwood Capital Associates sold out of lululemon athletica (LULU) in Q1 2015, closing a stake of 5,255 shares — an estimated $293K sold.

Greenwood Capital Associates first reported a position in LULU in Q4 2014 and held it in 1 quarter. The position peaked at $293K in Q4 2014. 339 funds tracked by Wall St. Rank hold LULU as of Q1 2015.

  • Greenwood Capital Associates reported no remaining lululemon athletica position as of Q1 2015 after selling out during the quarter.
  • Greenwood Capital Associates sold 5,255 lululemon athletica shares in Q1 2015, an estimated $293K.
  • Greenwood Capital Associates first reported a position in lululemon athletica in Q4 2014 and held it in 1 quarter.
  • Greenwood Capital Associates's lululemon athletica position peaked at $293K in Q4 2014.
  • 339 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2015.

Based on Greenwood Capital Associates's 13F filing for Q1 2015, filed 26 May 2015.