UBS’s lululemon athletica LULU Stock Holding History

UBS’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
2014 Q3	$25.7M	Buy	610,995 +74,425	+14%	+$3M	0.02%	801
2014 Q2	$21.7M	Buy	536,570 +185,664	+53%	+$8.47M	0.02%	833
2014 Q1	$18.5M	Sell	350,906 -18,691	-5%	-$933K	0.02%	847
2013 Q4	$21.8M	Buy	369,597 +104,235	+39%	+$7.16M	0.02%	750
2013 Q3	$19.4M	Sell	265,362 -10,000	-4%	-$697K	0.02%	728
2013 Q2	$18M	Buy	+275,362	New	+$20M	0.02%	700

Other funds holding LULU

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

HMP

HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

UBS's LULU Position: Q3 2014 in Review

UBS increased its lululemon athletica (LULU) stake by 14% in Q3 2014, buying an estimated $3M and bringing the position to 610,995 shares worth $25.7M. The position accounts for 0.02% of the portfolio, ranked #801.

UBS first reported a position in LULU in Q2 2013 and has held it in 6 quarters since. 309 funds tracked by Wall St. Rank hold LULU as of Q3 2014.

UBS held 610,995 shares of lululemon athletica worth $25.7M as of Q3 2014.
UBS bought 74,425 lululemon athletica shares in Q3 2014, an estimated $3M.
lululemon athletica made up 0.02% of UBS's portfolio in Q3 2014, its #801 holding.
UBS first reported a position in lululemon athletica in Q2 2013 and has held it in 6 quarters since.
309 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.