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Index Management Solutions’s lululemon athletica LULU Stock Holding History

Index Management Solutions’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
Q3 		$14K Buy
+267
New +$16.3K 0.01% 471
2015
Q2 		– Sell
-463
Closed -$30K – 791
2015
Q1 		$30K Buy
+463
New +$29.7K 0.02% 251

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
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Index Management Solutions's LULU Position: Q3 2015 in Review

Index Management Solutions opened a new position in lululemon athletica (LULU) in Q3 2015: 267 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #471 among its holdings. This is a return to the name: Index Management Solutions previously reported a position in LULU as recently as Q1 2015.

Index Management Solutions first reported a position in LULU in Q1 2015 and has held it in 2 quarters since. The position peaked at $30K in Q1 2015. 344 funds tracked by Wall St. Rank hold LULU as of Q3 2015.

  • Index Management Solutions held 267 shares of lululemon athletica worth $14K as of Q3 2015.
  • lululemon athletica was a new Index Management Solutions position in Q3 2015.
  • lululemon athletica made up 0.01% of Index Management Solutions's portfolio in Q3 2015, its #471 holding.
  • Index Management Solutions first reported a position in lululemon athletica in Q1 2015 and has held it in 2 quarters since.
  • Index Management Solutions's lululemon athletica position peaked at $30K in Q1 2015.
  • 344 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.