Luther King Capital Management (LKCM)
LULU icon

Luther King Capital Management (LKCM)’s lululemon athletica LULU Stock Holding History

Luther King Capital Management (LKCM)’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
Q1 		– Sell
-52,846
Closed -$2.77M – 521
2015
Q4 		$2.77M Sell
52,846
-23,563
-31% -$1.19M 0.03% 283
2015
Q3 		$3.87M Buy
76,409
+26,955
+55% +$1.64M 0.04% 266
2015
Q2 		$3.23M Sell
49,454
-19,013
-28% -$1.24M 0.03% 281
2015
Q1 		$4.38M Sell
68,467
-8,760
-11% -$561K 0.04% 267
2014
Q4 		$4.31M Sell
77,227
-33,675
-30% -$1.54M 0.03% 273
2014
Q3 		$4.66M Sell
110,902
-54,591
-33% -$2.2M 0.04% 281
2014
Q2 		$6.7M Sell
165,493
-6,588
-4% -$300K 0.05% 261
2014
Q1 		$9.05M Buy
172,081
+14,099
+9% +$703K 0.07% 245
2013
Q4 		$9.33M Sell
157,982
-122,781
-44% -$8.43M 0.08% 250
2013
Q3 		$20.5M Buy
+280,763
New +$19.6M 0.18% 165

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Luther King Capital Management (LKCM)'s LULU Position: Q1 2016 in Review

Luther King Capital Management (LKCM) sold out of lululemon athletica (LULU) in Q1 2016, closing a stake of 52,846 shares — an estimated $2.77M sold.

Luther King Capital Management (LKCM) first reported a position in LULU in Q3 2013 and held it in 10 quarters. The position peaked at $20.5M in Q3 2013. 359 funds tracked by Wall St. Rank hold LULU as of Q1 2016.

  • Luther King Capital Management (LKCM) reported no remaining lululemon athletica position as of Q1 2016 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 52,846 lululemon athletica shares in Q1 2016, an estimated $2.77M.
  • Luther King Capital Management (LKCM) first reported a position in lululemon athletica in Q3 2013 and held it in 10 quarters.
  • Luther King Capital Management (LKCM)'s lululemon athletica position peaked at $20.5M in Q3 2013.
  • 359 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2016.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2016, filed 12 May 2016.