Stevens First Principles Investment Advisors’s lululemon athletica LULU Stock Holding History

Stevens First Principles Investment Advisors’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
2015 Q2	–	Sell	-2,000	Closed	-$128K	–	233
2015 Q1	$128K	Buy	2,000 +900	+82%	+$57.7K	0.08%	97
2014 Q4	$61K	Buy	+1,100	New	+$50.2K	0.04%	127

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

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

Stevens First Principles Investment Advisors's LULU Position: Q2 2015 in Review

Stevens First Principles Investment Advisors sold out of lululemon athletica (LULU) in Q2 2015, closing a stake of 2,000 shares — an estimated $128K sold.

Stevens First Principles Investment Advisors first reported a position in LULU in Q4 2014 and held it in 2 quarters. The position peaked at $128K in Q1 2015. 346 funds tracked by Wall St. Rank hold LULU as of Q2 2015.

Stevens First Principles Investment Advisors reported no remaining lululemon athletica position as of Q2 2015 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 2,000 lululemon athletica shares in Q2 2015, an estimated $128K.
Stevens First Principles Investment Advisors first reported a position in lululemon athletica in Q4 2014 and held it in 2 quarters.
Stevens First Principles Investment Advisors's lululemon athletica position peaked at $128K in Q1 2015.
346 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2015.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2015, filed 5 Aug 2015.