Echo Street Capital Management’s lululemon athletica LULU Stock Holding History

Echo Street Capital Management’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	-2,243	Closed	-$849K	–	532
2023 Q2	$849K	Sell	2,243 -897	-29%	-$331K	0.01%	167
2023 Q1	$1.14M	Sell	3,140 -1,954	-38%	-$613K	0.01%	114
2022 Q4	$1.63M	Buy	5,094 +1,034	+25%	+$340K	0.02%	107
2022 Q3	$1.14M	Buy	4,060 +1,041	+34%	+$323K	0.01%	146
2022 Q2	$823K	Buy	3,019 +1,651	+121%	+$529K	0.01%	195
2022 Q1	$500K	Buy	1,368 +451	+49%	+$147K	﹤0.01%	401
2021 Q4	$359K	Buy	+917	New	+$392K	﹤0.01%	488
2021 Q3	–	Sell	-1,178	Closed	-$430K	–	698
2021 Q2	$430K	Sell	1,178 -106	-8%	-$34.9K	﹤0.01%	408
2021 Q1	$394K	Buy	+1,284	New	+$422K	﹤0.01%	363
2020 Q3	–	Sell	-2,686	Closed	-$838K	–	265
2020 Q2	$838K	Buy	+2,686	New	+$687K	0.01%	290

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Echo Street Capital Management's LULU Position: Q3 2023 in Review

Echo Street Capital Management sold out of lululemon athletica (LULU) in Q3 2023, closing a stake of 2,243 shares — an estimated $849K sold.

Echo Street Capital Management first reported a position in LULU in Q2 2020 and held it in 10 quarters. The position peaked at $1.63M in Q4 2022. 1,086 funds tracked by Wall St. Rank hold LULU as of Q3 2023.

Echo Street Capital Management reported no remaining lululemon athletica position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 2,243 lululemon athletica shares in Q3 2023, an estimated $849K.
Echo Street Capital Management first reported a position in lululemon athletica in Q2 2020 and held it in 10 quarters.
Echo Street Capital Management's lululemon athletica position peaked at $1.63M in Q4 2022.
1,086 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2023.

Based on Echo Street Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.