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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 		$1.69M Sell
40,100
-28,300
-41% -$1.14M ﹤0.01% 3067
2014
Q2 		$2.77M Sell
68,400
-38,700
-36% -$1.77M ﹤0.01% 2560
2014
Q1 		$5.63M Buy
107,100
+101,300
+1,747% +$5.05M 0.01% 1754
2013
Q4 		$342K Sell
5,800
-53,700
-90% -$3.69M ﹤0.01% 4719
2013
Q3 		$4.35M Buy
59,500
+52,100
+704% +$3.63M ﹤0.01% 1833
2013
Q2 		$485K Buy
+7,400
New +$537K ﹤0.01% 4134

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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.