Princeton Alpha Management’s lululemon athletica LULU Stock Holding History

Princeton Alpha Management’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 Q1	–	Sell	-9,991	Closed	-$649K	–	661
2016 Q4	$649K	Buy	9,991 +5,419	+119%	+$323K	0.13%	246
2016 Q3	$279K	Buy	+4,572	New	+$338K	0.05%	521
2015 Q4	–	Sell	-50,174	Closed	-$2.54M	–	833
2015 Q3	$2.54M	Buy	+50,174	New	+$3.06M	0.52%	25
2014 Q2	–	Sell	-10,029	Closed	-$527K	–	784
2014 Q1	$527K	Buy	+10,029	New	+$500K	0.16%	178

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

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

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Princeton Alpha Management's LULU Position: Q1 2017 in Review

Princeton Alpha Management sold out of lululemon athletica (LULU) in Q1 2017, closing a stake of 9,991 shares — an estimated $649K sold.

Princeton Alpha Management first reported a position in LULU in Q1 2014 and held it in 4 quarters. The position peaked at $2.54M in Q3 2015. 336 funds tracked by Wall St. Rank hold LULU as of Q1 2017.

Princeton Alpha Management reported no remaining lululemon athletica position as of Q1 2017 after selling out during the quarter.
Princeton Alpha Management sold 9,991 lululemon athletica shares in Q1 2017, an estimated $649K.
Princeton Alpha Management first reported a position in lululemon athletica in Q1 2014 and held it in 4 quarters.
Princeton Alpha Management's lululemon athletica position peaked at $2.54M in Q3 2015.
336 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2017.

Based on Princeton Alpha Management's 13F filing for Q1 2017, filed 3 May 2017.