Wall Street Associates’s lululemon athletica LULU Stock Holding History

Wall Street Associates’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 Q4	$780K	Hold	12,000	–	–	0.52%	73
2016 Q3	$732K	Sell	12,000 -3,751	-24%	-$277K	0.25%	106
2016 Q2	$1.16M	Buy	15,751 +3,607	+30%	+$239K	0.47%	84
2016 Q1	$822K	Hold	12,144	–	–	0.34%	102
2015 Q4	$637K	Buy	12,144 +37	+0.3%	+$1.86K	0.18%	181
2015 Q3	$613K	Buy	12,107 +107	+0.9%	+$6.52K	0.12%	206
2015 Q2	$784K	Hold	12,000	–	–	0.07%	230
2015 Q1	$768K	Hold	12,000	–	–	0.07%	232
2014 Q4	$669K	Hold	12,000	–	–	0.06%	230
2014 Q3	$504K	Hold	12,000	–	–	0.05%	249
2014 Q2	$486K	Hold	12,000	–	–	0.04%	263
2014 Q1	$631K	Hold	12,000	–	–	0.05%	246
2013 Q4	$708K	Sell	12,000 -2,400	-17%	-$165K	0.06%	242
2013 Q3	$1.05M	Hold	14,400	–	–	0.1%	210
2013 Q2	$943K	Buy	+14,400	New	+$1.04M	0.1%	194

Other funds holding LULU

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

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

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

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

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wall Street Associates's LULU Position: Q4 2016 in Review

Wall Street Associates held its lululemon athletica (LULU) position steady in Q4 2016 at 12,000 shares worth $780K. The position accounts for 0.52% of the portfolio, ranked #73.

Wall Street Associates first reported a position in LULU in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.16M in Q2 2016. 358 funds tracked by Wall St. Rank hold LULU as of Q4 2016.

Wall Street Associates held 12,000 shares of lululemon athletica worth $780K as of Q4 2016.
Wall Street Associates left its lululemon athletica share count unchanged in Q4 2016.
lululemon athletica made up 0.52% of Wall Street Associates's portfolio in Q4 2016, its #73 holding.
Wall Street Associates first reported a position in lululemon athletica in Q2 2013 and has held it in 15 quarters since.
Wall Street Associates's lululemon athletica position peaked at $1.16M in Q2 2016.
358 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2016.

Based on Wall Street Associates's 13F filing for Q4 2016, filed 18 Jan 2017.