Hirtle Callaghan & Co’s lululemon athletica LULU Stock Holding History

Hirtle Callaghan & Co’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	-30	Closed	-$2K	–	218
2014 Q4	$2K	Buy	+30	New	+$1.37K	﹤0.01%	504
2014 Q3	–	Sell	-30	Closed	-$1K	–	600
2014 Q2	$1K	Hold	30	–	–	﹤0.01%	612
2014 Q1	$2K	Hold	30	–	–	﹤0.01%	560
2013 Q4	$2K	Hold	30	–	–	﹤0.01%	542
2013 Q3	$2K	Buy	+30	New	+$2.09K	﹤0.01%	552

Other funds holding LULU

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Hirtle Callaghan & Co's LULU Position: Q1 2015 in Review

Hirtle Callaghan & Co sold out of lululemon athletica (LULU) in Q1 2015, closing a stake of 30 shares — an estimated $2K sold.

Hirtle Callaghan & Co first reported a position in LULU in Q3 2013 and held it in 5 quarters. The position peaked at $2K in Q4 2014. 339 funds tracked by Wall St. Rank hold LULU as of Q1 2015.

Hirtle Callaghan & Co reported no remaining lululemon athletica position as of Q1 2015 after selling out during the quarter.
Hirtle Callaghan & Co sold 30 lululemon athletica shares in Q1 2015, an estimated $2K.
Hirtle Callaghan & Co first reported a position in lululemon athletica in Q3 2013 and held it in 5 quarters.
Hirtle Callaghan & Co's lululemon athletica position peaked at $2K in Q4 2014.
339 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2015.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2015, filed 15 May 2015.