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Salzman & Co’s lululemon athletica LULU Stock Holding History

Salzman & Co’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
-521,193
Closed -$27.4M – 17
2014
Q1 		$27.4M Buy
+521,193
New +$26M 55.59% 1

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

Salzman & Co's LULU Position: Q2 2014 in Review

Salzman & Co sold out of lululemon athletica (LULU) in Q2 2014, closing a stake of 521,193 shares — an estimated $27.4M sold.

Salzman & Co first reported a position in LULU in Q1 2014 and held it in 1 quarter. The position peaked at $27.4M in Q1 2014. 306 funds tracked by Wall St. Rank hold LULU as of Q2 2014.

  • Salzman & Co reported no remaining lululemon athletica position as of Q2 2014 after selling out during the quarter.
  • Salzman & Co sold 521,193 lululemon athletica shares in Q2 2014, an estimated $27.4M.
  • Salzman & Co first reported a position in lululemon athletica in Q1 2014 and held it in 1 quarter.
  • Salzman & Co's lululemon athletica position peaked at $27.4M in Q1 2014.
  • 306 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2014.

Based on Salzman & Co's 13F filing for Q2 2014, filed 14 Aug 2014.