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Blue Whale Capital’s lululemon athletica LULU Stock Holding History

Blue Whale Capital’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
2023
Q2 		– Sell
-45,750
Closed -$16.7M – 17
2023
Q1 		$16.7M Sell
45,750
-37,500
-45% -$11.8M 2.75% 14
2022
Q4 		$26.7M Buy
+83,250
New +$27.4M 4.55% 11

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blue Whale Capital's LULU Position: Q2 2023 in Review

Blue Whale Capital sold out of lululemon athletica (LULU) in Q2 2023, closing a stake of 45,750 shares — an estimated $16.7M sold.

Blue Whale Capital first reported a position in LULU in Q4 2022 and held it in 2 quarters. The position peaked at $26.7M in Q4 2022. 1,085 funds tracked by Wall St. Rank hold LULU as of Q2 2023.

  • Blue Whale Capital reported no remaining lululemon athletica position as of Q2 2023 after selling out during the quarter.
  • Blue Whale Capital sold 45,750 lululemon athletica shares in Q2 2023, an estimated $16.7M.
  • Blue Whale Capital first reported a position in lululemon athletica in Q4 2022 and held it in 2 quarters.
  • Blue Whale Capital's lululemon athletica position peaked at $26.7M in Q4 2022.
  • 1,085 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2023.

Based on Blue Whale Capital's 13F filing for Q2 2023, filed 10 Aug 2023.