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JW Asset Management’s lululemon athletica LULU Stock Holding History

JW Asset 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
2017
Q1 		– Sell
-10,000
Closed -$650K – 47
2016
Q4 		$650K Buy
+10,000
New +$596K 0.43% 23

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JW Asset Management's LULU Position: Q1 2017 in Review

JW Asset Management sold out of lululemon athletica (LULU) in Q1 2017, closing a stake of 10,000 shares — an estimated $650K sold.

JW Asset Management first reported a position in LULU in Q4 2016 and held it in 1 quarter. The position peaked at $650K in Q4 2016. 336 funds tracked by Wall St. Rank hold LULU as of Q1 2017.

  • JW Asset Management reported no remaining lululemon athletica position as of Q1 2017 after selling out during the quarter.
  • JW Asset Management sold 10,000 lululemon athletica shares in Q1 2017, an estimated $650K.
  • JW Asset Management first reported a position in lululemon athletica in Q4 2016 and held it in 1 quarter.
  • JW Asset Management's lululemon athletica position peaked at $650K in Q4 2016.
  • 336 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2017.

Based on JW Asset Management's 13F filing for Q1 2017, filed 12 May 2017.