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Mizuho Trust & Banking’s lululemon athletica LULU Stock Holding History

Mizuho Trust & Banking’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
-163,719
Closed -$9.98M – 405
2016
Q3 		$9.98M Sell
163,719
-152
-0.1% -$11.2K 0.03% 547
2016
Q2 		$12.1M Sell
163,871
-1,288
-0.8% -$85.4K 0.04% 496
2016
Q1 		$11.2M Buy
165,159
+4,695
+3% +$282K 0.04% 514
2015
Q4 		$8.28M Buy
160,464
+574
+0.4% +$28.9K 0.03% 561
2015
Q3 		$8.1M Buy
159,890
+2,381
+2% +$145K 0.03% 563
2015
Q2 		$10.3M Buy
157,509
+13,453
+9% +$874K 0.03% 537
2015
Q1 		$9.22M Sell
144,056
-4,441
-3% -$285K 0.03% 566
2014
Q4 		$8.29M Buy
148,497
+16,493
+12% +$752K 0.03% 574
2014
Q3 		$5.55M Sell
132,004
-12
-0% -$483 0.02% 624
2014
Q2 		$5.34M Sell
132,016
-270
-0.2% -$12.3K 0.02% 652
2014
Q1 		$6.96M Sell
132,286
-5,277
-4% -$263K 0.03% 594
2013
Q4 		$7.24M Sell
137,563
-58,510
-30% -$4.02M 0.03% 576
2013
Q3 		$12.8M Hold
196,073
– – 0.05% 398
2013
Q2 		$12.8M Buy
+196,073
New +$14.2M 0.05% 397

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
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

Mizuho Trust & Banking's LULU Position: Q4 2016 in Review

Mizuho Trust & Banking sold out of lululemon athletica (LULU) in Q4 2016, closing a stake of 163,719 shares — an estimated $9.98M sold.

Mizuho Trust & Banking first reported a position in LULU in Q2 2013 and held it in 14 quarters. The position peaked at $12.8M in Q3 2013. 357 funds tracked by Wall St. Rank hold LULU as of Q4 2016.

  • Mizuho Trust & Banking reported no remaining lululemon athletica position as of Q4 2016 after selling out during the quarter.
  • Mizuho Trust & Banking sold 163,719 lululemon athletica shares in Q4 2016, an estimated $9.98M.
  • Mizuho Trust & Banking first reported a position in lululemon athletica in Q2 2013 and held it in 14 quarters.
  • Mizuho Trust & Banking's lululemon athletica position peaked at $12.8M in Q3 2013.
  • 357 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2016.

Based on Mizuho Trust & Banking's 13F filing for Q4 2016, filed 14 Feb 2017.