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Stoneridge Investment Partners’s lululemon athletica LULU Stock Holding History

Stoneridge Investment 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
2017
Q3 		– Sell
-5,372
Closed -$321K – 273
2017
Q2 		$321K Buy
+5,372
New +$280K 0.05% 195

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Stoneridge Investment Partners's LULU Position: Q3 2017 in Review

Stoneridge Investment Partners sold out of lululemon athletica (LULU) in Q3 2017, closing a stake of 5,372 shares — an estimated $321K sold.

Stoneridge Investment Partners first reported a position in LULU in Q2 2017 and held it in 1 quarter. The position peaked at $321K in Q2 2017. 342 funds tracked by Wall St. Rank hold LULU as of Q3 2017.

  • Stoneridge Investment Partners reported no remaining lululemon athletica position as of Q3 2017 after selling out during the quarter.
  • Stoneridge Investment Partners sold 5,372 lululemon athletica shares in Q3 2017, an estimated $321K.
  • Stoneridge Investment Partners first reported a position in lululemon athletica in Q2 2017 and held it in 1 quarter.
  • Stoneridge Investment Partners's lululemon athletica position peaked at $321K in Q2 2017.
  • 342 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2017.

Based on Stoneridge Investment Partners's 13F filing for Q3 2017, filed 2 Nov 2017.