Madison Investment Holdings’s lululemon athletica LULU Stock Holding History

Madison Investment Holdings’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	-57,000	Closed	-$3.18M	–	232
2014 Q4	$3.18M	Sell	57,000 -43,000	-43%	-$1.96M	0.07%	149
2014 Q3	$4.2M	Hold	100,000	–	–	0.09%	144
2014 Q2	$4.05M	Hold	100,000	–	–	0.08%	152
2014 Q1	$5.26M	Sell	100,000 -122,807	-55%	-$6.13M	0.1%	145
2013 Q4	$13.2M	Buy	222,807 +59,051	+36%	+$4.05M	0.25%	118
2013 Q3	$12M	Sell	163,756 -20,000	-11%	-$1.39M	0.25%	117
2013 Q2	$12M	Buy	+183,756	New	+$13.3M	0.26%	108

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

Madison Investment Holdings's LULU Position: Q1 2015 in Review

Madison Investment Holdings sold out of lululemon athletica (LULU) in Q1 2015, closing a stake of 57,000 shares — an estimated $3.18M sold.

Madison Investment Holdings first reported a position in LULU in Q2 2013 and held it in 7 quarters. The position peaked at $13.2M in Q4 2013. 339 funds tracked by Wall St. Rank hold LULU as of Q1 2015.

Madison Investment Holdings reported no remaining lululemon athletica position as of Q1 2015 after selling out during the quarter.
Madison Investment Holdings sold 57,000 lululemon athletica shares in Q1 2015, an estimated $3.18M.
Madison Investment Holdings first reported a position in lululemon athletica in Q2 2013 and held it in 7 quarters.
Madison Investment Holdings's lululemon athletica position peaked at $13.2M in Q4 2013.
339 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2015.

Based on Madison Investment Holdings's 13F filing for Q1 2015, filed 14 May 2015.