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Turner Investments’s lululemon athletica LULU Stock Holding History

Turner Investments’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
-29,000
Closed -$1.73M – 158
2017
Q2 		$1.73M Buy
+29,000
New +$1.51M 1.14% 18
2017
Q1 		– Sell
-34,950
Closed -$2.27M – 246
2016
Q4 		$2.27M Sell
34,950
-1,770
-5% -$106K 0.92% 25
2016
Q3 		$2.24M Sell
36,720
-16,350
-31% -$1.21M 0.74% 50
2016
Q2 		$3.92M Sell
53,070
-9,700
-15% -$643K 1.23% 26
2016
Q1 		$4.25M Buy
62,770
+51,770
+471% +$3.11M 1.15% 25
2015
Q4 		$577K Buy
+11,000
New +$554K 0.12% 183
2015
Q1 		– Sell
-16,050
Closed -$895K – 480
2014
Q4 		$895K Buy
+16,050
New +$732K 0.11% 283
2014
Q2 		– Sell
-74,430
Closed -$3.91M – 612
2014
Q1 		$3.91M Buy
+74,430
New +$3.71M 0.1% 234
2013
Q4 		– Sell
-80,070
Closed -$5.86M – 623
2013
Q3 		$5.86M Buy
80,070
+53,890
+206% +$3.76M 0.1% 257
2013
Q2 		$1.71M Buy
+26,180
New +$1.9M 0.02% 468

Other funds holding LULU

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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

Turner Investments's LULU Position: Q3 2017 in Review

Turner Investments sold out of lululemon athletica (LULU) in Q3 2017, closing a stake of 29,000 shares — an estimated $1.73M sold.

Turner Investments first reported a position in LULU in Q2 2013 and held it in 10 quarters. The position peaked at $5.86M in Q3 2013. 342 funds tracked by Wall St. Rank hold LULU as of Q3 2017.

  • Turner Investments reported no remaining lululemon athletica position as of Q3 2017 after selling out during the quarter.
  • Turner Investments sold 29,000 lululemon athletica shares in Q3 2017, an estimated $1.73M.
  • Turner Investments first reported a position in lululemon athletica in Q2 2013 and held it in 10 quarters.
  • Turner Investments's lululemon athletica position peaked at $5.86M in Q3 2013.
  • 342 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2017.

Based on Turner Investments's 13F filing for Q3 2017, filed 8 Nov 2017.