Joel Isaacson & Co’s lululemon athletica LULU Stock Holding History

Joel Isaacson & 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	-200	Closed	-$11K	–	712
2014 Q4	$11K	Hold	200	–	–	﹤0.01%	500
2014 Q3	$8K	Hold	200	–	–	﹤0.01%	507
2014 Q2	$8K	Hold	200	–	–	﹤0.01%	486
2014 Q1	$11K	Buy	+200	New	+$9.98K	﹤0.01%	465

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

Joel Isaacson & Co's LULU Position: Q1 2015 in Review

Joel Isaacson & Co sold out of lululemon athletica (LULU) in Q1 2015, closing a stake of 200 shares — an estimated $11K sold.

Joel Isaacson & Co first reported a position in LULU in Q1 2014 and held it in 4 quarters. The position peaked at $11K in Q4 2014. 339 funds tracked by Wall St. Rank hold LULU as of Q1 2015.

Joel Isaacson & Co reported no remaining lululemon athletica position as of Q1 2015 after selling out during the quarter.
Joel Isaacson & Co sold 200 lululemon athletica shares in Q1 2015, an estimated $11K.
Joel Isaacson & Co first reported a position in lululemon athletica in Q1 2014 and held it in 4 quarters.
Joel Isaacson & Co's lululemon athletica position peaked at $11K in Q4 2014.
339 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2015.

Based on Joel Isaacson & Co's 13F filing for Q1 2015, filed 14 Apr 2015.