PWP
LULU icon

Private Wealth Partners’s lululemon athletica LULU Stock Holding History

Private Wealth Partners’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
2014
Q2 		– Sell
-21,906
Closed -$1.15M – 160
2014
Q1 		$1.15M Buy
+21,906
New +$1.09M 0.27% 82

Other funds holding LULU

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Private Wealth Partners's LULU Position: Q2 2014 in Review

Private Wealth Partners sold out of lululemon athletica (LULU) in Q2 2014, closing a stake of 21,906 shares — an estimated $1.15M sold.

Private Wealth Partners first reported a position in LULU in Q1 2014 and held it in 1 quarter. The position peaked at $1.15M in Q1 2014. 306 funds tracked by Wall St. Rank hold LULU as of Q2 2014.

  • Private Wealth Partners reported no remaining lululemon athletica position as of Q2 2014 after selling out during the quarter.
  • Private Wealth Partners sold 21,906 lululemon athletica shares in Q2 2014, an estimated $1.15M.
  • Private Wealth Partners first reported a position in lululemon athletica in Q1 2014 and held it in 1 quarter.
  • Private Wealth Partners's lululemon athletica position peaked at $1.15M in Q1 2014.
  • 306 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2014.

Based on Private Wealth Partners's 13F filing for Q2 2014, filed 5 Aug 2014.