UBS O'Connor’s lululemon athletica LULU Stock Holding History

UBS O'Connor’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
2016 Q2	–	Sell	-76,000	Closed	-$8K	–	470
2016 Q1	$8K	Buy	+76,000	New	+$4.56M	﹤0.01%	431

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS O'Connor's LULU Position: Q2 2019 in Review

UBS O'Connor sold out of lululemon athletica (LULU) in Q2 2019, closing a stake of 15,000 shares — an estimated $2.46M sold.

UBS O'Connor first reported a position in LULU in Q4 2013 and held it in 12 quarters. The position peaked at $37.6M in Q3 2017. 673 funds tracked by Wall St. Rank hold LULU as of Q2 2019.

UBS O'Connor reported no remaining lululemon athletica position as of Q2 2019 after selling out during the quarter.
UBS O'Connor sold 15,000 lululemon athletica shares in Q2 2019, an estimated $2.46M.
UBS O'Connor first reported a position in lululemon athletica in Q4 2013 and held it in 12 quarters.
UBS O'Connor's lululemon athletica position peaked at $37.6M in Q3 2017.
673 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2019.

Based on UBS O'Connor's 13F filing for Q2 2019, filed 14 Aug 2019.