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Daniel Sundheim’s lululemon athletica LULU Stock Holding History

Daniel Sundheim’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
Q3 		– Sell
-373,919
Closed -$142M – 43
2023
Q2 		$142M Sell
373,919
-393,915
-51% -$145M 2.72% 18
2023
Q1 		$280M Buy
+767,834
New +$241M 5.26% 5

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $167B AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Daniel Sundheim's LULU Position: Q3 2023 in Review

Daniel Sundheim sold out of lululemon athletica (LULU) in Q3 2023, closing a stake of 373,919 shares — an estimated $142M sold.

Daniel Sundheim first reported a position in LULU in Q1 2023 and held it in 2 quarters. The position peaked at $280M in Q1 2023. 1,086 funds tracked by Wall St. Rank hold LULU as of Q3 2023.

  • Daniel Sundheim reported no remaining lululemon athletica position as of Q3 2023 after selling out during the quarter.
  • Daniel Sundheim sold 373,919 lululemon athletica shares in Q3 2023, an estimated $142M.
  • Daniel Sundheim first reported a position in lululemon athletica in Q1 2023 and held it in 2 quarters.
  • Daniel Sundheim's lululemon athletica position peaked at $280M in Q1 2023.
  • 1,086 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2023.

Based on D1 Capital Partners's 13F filing for Q3 2023, filed 14 Nov 2023.