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Kanaly Trust’s lululemon athletica LULU Stock Holding History

Kanaly Trust’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
2016
Q4 		– Sell
-49
Closed -$3K – 936
2016
Q3 		$3K Buy
+49
New +$3.62K ﹤0.01% 732

Other funds holding LULU

AI
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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
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kanaly Trust's LULU Position: Q4 2016 in Review

Kanaly Trust sold out of lululemon athletica (LULU) in Q4 2016, closing a stake of 49 shares — an estimated $3K sold.

Kanaly Trust first reported a position in LULU in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 357 funds tracked by Wall St. Rank hold LULU as of Q4 2016.

  • Kanaly Trust reported no remaining lululemon athletica position as of Q4 2016 after selling out during the quarter.
  • Kanaly Trust sold 49 lululemon athletica shares in Q4 2016, an estimated $3K.
  • Kanaly Trust first reported a position in lululemon athletica in Q3 2016 and held it in 1 quarter.
  • Kanaly Trust's lululemon athletica position peaked at $3K in Q3 2016.
  • 357 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.