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Howland Capital Management’s lululemon athletica LULU Stock Holding History

Howland 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
Q2 		– Sell
-14,202
Closed -$747K – 187
2014
Q1 		$747K Buy
14,202
+5,995
+73% +$299K 0.08% 114
2013
Q4 		$484K Buy
8,207
+2,280
+38% +$157K 0.06% 132
2013
Q3 		$433K Buy
+5,927
New +$413K 0.06% 130

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Howland Capital Management's LULU Position: Q2 2014 in Review

Howland Capital Management sold out of lululemon athletica (LULU) in Q2 2014, closing a stake of 14,202 shares — an estimated $747K sold.

Howland Capital Management first reported a position in LULU in Q3 2013 and held it in 3 quarters. The position peaked at $747K in Q1 2014. 306 funds tracked by Wall St. Rank hold LULU as of Q2 2014.

  • Howland Capital Management reported no remaining lululemon athletica position as of Q2 2014 after selling out during the quarter.
  • Howland Capital Management sold 14,202 lululemon athletica shares in Q2 2014, an estimated $747K.
  • Howland Capital Management first reported a position in lululemon athletica in Q3 2013 and held it in 3 quarters.
  • Howland Capital Management's lululemon athletica position peaked at $747K in Q1 2014.
  • 306 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2014.

Based on Howland Capital Management's 13F filing for Q2 2014, filed 26 Aug 2014.