Rockefeller Financial Services’s lululemon athletica LULU Stock Holding History

Rockefeller 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
2017 Q4	$79K	Hold	1,000	–	–	﹤0.01%	392
2017 Q3	$62K	Hold	1,000	–	–	﹤0.01%	408
2017 Q2	$60K	Hold	1,000	–	–	﹤0.01%	367
2017 Q1	$52K	Hold	1,000	–	–	﹤0.01%	396
2016 Q4	$65K	Hold	1,000	–	–	﹤0.01%	405
2016 Q3	$61K	Hold	1,000	–	–	﹤0.01%	384
2016 Q2	$74K	Hold	1,000	–	–	﹤0.01%	378
2016 Q1	$68K	Hold	1,000	–	–	﹤0.01%	396
2015 Q4	$52K	Hold	1,000	–	–	﹤0.01%	430
2015 Q3	$51K	Hold	1,000	–	–	﹤0.01%	418
2015 Q2	$65K	Hold	1,000	–	–	﹤0.01%	385
2015 Q1	$64K	Hold	1,000	–	–	﹤0.01%	404
2014 Q4	$56K	Hold	1,000	–	–	﹤0.01%	383
2014 Q3	$42K	Hold	1,000	–	–	﹤0.01%	410
2014 Q2	$40K	Hold	1,000	–	–	﹤0.01%	423
2014 Q1	$53K	Hold	1,000	–	–	﹤0.01%	426
2013 Q4	$59K	Hold	1,000	–	–	﹤0.01%	410
2013 Q3	$73K	Hold	1,000	–	–	﹤0.01%	399
2013 Q2	$66K	Buy	+1,000	New	+$72.5K	﹤0.01%	400

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

Rockefeller Financial Services's LULU Position: Q4 2017 in Review

Rockefeller Financial Services held its lululemon athletica (LULU) position steady in Q4 2017 at 1,000 shares worth $79K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Rockefeller Financial Services first reported a position in LULU in Q2 2013 and has held it in 19 quarters since. 391 funds tracked by Wall St. Rank hold LULU as of Q4 2017.

Rockefeller Financial Services held 1,000 shares of lululemon athletica worth $79K as of Q4 2017.
Rockefeller Financial Services left its lululemon athletica share count unchanged in Q4 2017.
lululemon athletica made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #392 holding.
Rockefeller Financial Services first reported a position in lululemon athletica in Q2 2013 and has held it in 19 quarters since.
391 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.