Numeric Investors’s lululemon athletica LULU Stock Holding History

Numeric Investors’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
2017 Q4	$2.15M	Buy	27,400 +12,000	+78%	+$800K	0.02%	616
2017 Q3	$959K	Buy	+15,400	New	+$928K	0.01%	765
2017 Q2	–	Sell	-72,000	Closed	-$3.73M	–	1090
2017 Q1	$3.73M	Buy	+72,000	New	+$4.74M	0.03%	382
2016 Q4	–	Sell	-9,300	Closed	-$567K	–	1120
2016 Q3	$567K	Buy	+9,300	New	+$687K	0.01%	744
2015 Q1	–	Sell	-10,600	Closed	-$591K	–	975
2014 Q4	$591K	Buy	+10,600	New	+$484K	0.01%	576

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HMP

HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Numeric Investors's LULU Position: Q4 2017 in Review

Numeric Investors increased its lululemon athletica (LULU) stake by 78% in Q4 2017, buying an estimated $800K and bringing the position to 27,400 shares worth $2.15M. The position accounts for 0.02% of the portfolio, ranked #616.

Numeric Investors first reported a position in LULU in Q4 2014 and has held it in 5 quarters since. The position peaked at $3.73M in Q1 2017. 391 funds tracked by Wall St. Rank hold LULU as of Q4 2017.

Numeric Investors held 27,400 shares of lululemon athletica worth $2.15M as of Q4 2017.
Numeric Investors bought 12,000 lululemon athletica shares in Q4 2017, an estimated $800K.
lululemon athletica made up 0.02% of Numeric Investors's portfolio in Q4 2017, its #616 holding.
Numeric Investors first reported a position in lululemon athletica in Q4 2014 and has held it in 5 quarters since.
Numeric Investors's lululemon athletica position peaked at $3.73M in Q1 2017.
391 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.