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Strategic Capital Alternatives’s lululemon athletica LULU Stock Holding History

Strategic Capital Alternatives’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
Q3 		$272K Hold
5,361
– – 0.06% 171
2015
Q2 		$350K Buy
+5,361
New +$348K 0.08% 151
2014
Q4 		– Sell
-3,615
Closed -$152K – 232
2014
Q3 		$152K Buy
+3,615
New +$146K 0.05% 146

Other funds holding LULU

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strategic Capital Alternatives's LULU Position: Q3 2015 in Review

Strategic Capital Alternatives held its lululemon athletica (LULU) position steady in Q3 2015 at 5,361 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #171.

Strategic Capital Alternatives first reported a position in LULU in Q3 2014 and has held it in 3 quarters since. The position peaked at $350K in Q2 2015. 345 funds tracked by Wall St. Rank hold LULU as of Q3 2015.

  • Strategic Capital Alternatives held 5,361 shares of lululemon athletica worth $272K as of Q3 2015.
  • Strategic Capital Alternatives left its lululemon athletica share count unchanged in Q3 2015.
  • lululemon athletica made up 0.06% of Strategic Capital Alternatives's portfolio in Q3 2015, its #171 holding.
  • Strategic Capital Alternatives first reported a position in lululemon athletica in Q3 2014 and has held it in 3 quarters since.
  • Strategic Capital Alternatives's lululemon athletica position peaked at $350K in Q2 2015.
  • 345 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.