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Stifel Nicolaus & Co’s lululemon athletica LULU Stock Holding History

Stifel Nicolaus & 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
2013
Q3 		$234K Sell
3,202
-1,082
-25% -$75.5K ﹤0.01% 1276
2013
Q2 		$281K Buy
+4,284
New +$311K 0.01% 1114

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MCM
Marsico Capital Management Denver, Colorado $3.4B AUM 51.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Stifel Nicolaus & Co's LULU Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its lululemon athletica (LULU) stake by 25% in Q3 2013, selling an estimated $75.5K and leaving 3,202 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Stifel Nicolaus & Co first reported a position in LULU in Q2 2013 and has held it in 2 quarters since. The position peaked at $281K in Q2 2013. 292 funds tracked by Wall St. Rank hold LULU as of Q3 2013.

  • Stifel Nicolaus & Co held 3,202 shares of lululemon athletica worth $234K as of Q3 2013.
  • Stifel Nicolaus & Co sold 1,082 lululemon athletica shares in Q3 2013, an estimated $75.5K.
  • lululemon athletica made up ﹤0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1276 holding.
  • Stifel Nicolaus & Co first reported a position in lululemon athletica in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's lululemon athletica position peaked at $281K in Q2 2013.
  • 292 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.