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Loeb Offshore Management’s lululemon athletica LULU Stock Holding History

Loeb Offshore 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
Q3 		– Sell
-24,356
Closed -$986K – 163
2014
Q2 		$986K Buy
+24,356
New +$1.11M 0.17% 86

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

Loeb Offshore Management's LULU Position: Q3 2014 in Review

Loeb Offshore Management sold out of lululemon athletica (LULU) in Q3 2014, closing a stake of 24,356 shares — an estimated $986K sold.

Loeb Offshore Management first reported a position in LULU in Q2 2014 and held it in 1 quarter. The position peaked at $986K in Q2 2014. 309 funds tracked by Wall St. Rank hold LULU as of Q3 2014.

  • Loeb Offshore Management reported no remaining lululemon athletica position as of Q3 2014 after selling out during the quarter.
  • Loeb Offshore Management sold 24,356 lululemon athletica shares in Q3 2014, an estimated $986K.
  • Loeb Offshore Management first reported a position in lululemon athletica in Q2 2014 and held it in 1 quarter.
  • Loeb Offshore Management's lululemon athletica position peaked at $986K in Q2 2014.
  • 309 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2014.

Based on Loeb Offshore Management's 13F filing for Q3 2014, filed 14 Nov 2014.