PFS
LULU icon

Penseco Financial Services’s lululemon athletica LULU Stock Holding History

Penseco Financial Services’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
2013
Q3 		$15K Hold
200
– – 0.01% 196
2013
Q2 		$13K Buy
+200
New +$14.5K 0.01% 191

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MCM
Marsico Capital Management Denver, Colorado $3.4B AUM 51.58% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Penseco Financial Services's LULU Position: Q3 2013 in Review

Penseco Financial Services held its lululemon athletica (LULU) position steady in Q3 2013 at 200 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #196.

Penseco Financial Services first reported a position in LULU in Q2 2013 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold LULU as of Q3 2013.

  • Penseco Financial Services held 200 shares of lululemon athletica worth $15K as of Q3 2013.
  • Penseco Financial Services left its lululemon athletica share count unchanged in Q3 2013.
  • lululemon athletica made up 0.01% of Penseco Financial Services's portfolio in Q3 2013, its #196 holding.
  • Penseco Financial Services first reported a position in lululemon athletica in Q2 2013 and has held it in 2 quarters since.
  • 292 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2013.

Based on Penseco Financial Services's 13F filing for Q3 2013, filed 4 Oct 2013.