HCMT
LULU icon

Highland Capital Management (Texas)’s lululemon athletica LULU Stock Holding History

Highland Capital Management (Texas)’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
-5,000
Closed -$10.2M – 242
2014
Q4 		$10.2M Hold
5,000
– – 0.34% 73
2014
Q3 		$4.17M Buy
+5,000
New +$201K 0.16% 120

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
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 16.26% 1-Year Est. Return

Highland Capital Management (Texas)'s LULU Position: Q4 2014 in Review

Highland Capital Management (Texas) sold out of lululemon athletica (LULU) in Q4 2014, closing a stake of 884,750 shares — an estimated $40.4M sold.

Highland Capital Management (Texas) first reported a position in LULU in Q2 2014 and held it in 2 quarters. The position peaked at $49.2M in Q2 2014. 341 funds tracked by Wall St. Rank hold LULU as of Q4 2014.

  • Highland Capital Management (Texas) reported no remaining lululemon athletica position as of Q4 2014 after selling out during the quarter.
  • Highland Capital Management (Texas) sold 884,750 lululemon athletica shares in Q4 2014, an estimated $40.4M.
  • Highland Capital Management (Texas) first reported a position in lululemon athletica in Q2 2014 and held it in 2 quarters.
  • Highland Capital Management (Texas)'s lululemon athletica position peaked at $49.2M in Q2 2014.
  • 341 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2014.

Based on Highland Capital Management (Texas)'s 13F filing for Q4 2014, filed 13 Feb 2015.