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Winfield Associates’s lululemon athletica LULU Stock Holding History

Winfield 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
2018
Q1 		– Sell
-35
Closed -$3K – 412
2017
Q4 		$3K Hold
35
– – ﹤0.01% 598
2017
Q3 		$2K Hold
35
– – ﹤0.01% 618
2017
Q2 		$2K Buy
35
+10
+40% +$521 ﹤0.01% 695
2017
Q1 		$1K Hold
25
– – ﹤0.01% 680
2016
Q4 		$2K Sell
25
-15
-38% -$895 ﹤0.01% 557
2016
Q3 		$2K Hold
40
– – ﹤0.01% 543
2016
Q2 		$3K Hold
40
– – ﹤0.01% 481
2016
Q1 		$3K Buy
+40
New +$2.4K ﹤0.01% 450

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Winfield Associates's LULU Position: Q1 2018 in Review

Winfield Associates sold out of lululemon athletica (LULU) in Q1 2018, closing a stake of 35 shares — an estimated $3K sold.

Winfield Associates first reported a position in LULU in Q1 2016 and held it in 8 quarters. The position peaked at $3K in Q4 2017. 412 funds tracked by Wall St. Rank hold LULU as of Q1 2018.

  • Winfield Associates reported no remaining lululemon athletica position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 35 lululemon athletica shares in Q1 2018, an estimated $3K.
  • Winfield Associates first reported a position in lululemon athletica in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's lululemon athletica position peaked at $3K in Q4 2017.
  • 412 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.