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Jackson Square Capital’s lululemon athletica LULU Stock Holding History

Jackson Square 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
-7,275
Closed -$2.65M – 124
2023
Q1 		$2.65M Sell
7,275
-4,058
-36% -$1.27M 1.19% 32
2022
Q4 		$3.63M Buy
11,333
+139
+1% +$45.7K 1.71% 23
2022
Q3 		$3.13M Buy
11,194
+2,605
+30% +$808K 1.53% 21
2022
Q2 		$2.34M Sell
8,589
-2,451
-22% -$785K 0.99% 32
2022
Q1 		$4.03M Sell
11,040
-2,661
-19% -$866K 1.26% 20
2021
Q4 		$5.36M Buy
13,701
+4,004
+41% +$1.71M 1.54% 18
2021
Q3 		$3.92M Buy
9,697
+717
+8% +$287K 1.28% 26
2021
Q2 		$3.28M Buy
8,980
+281
+3% +$92.5K 1.05% 31
2021
Q1 		$2.67M Sell
8,699
-1,095
-11% -$359K 1.02% 33
2020
Q4 		$3.41M Buy
9,794
+873
+10% +$303K 1.31% 28
2020
Q3 		$2.94M Buy
8,921
+1,555
+21% +$519K 1.29% 30
2020
Q2 		$2.3M Buy
7,366
+6,678
+971% +$1.71M 1.16% 32
2020
Q1 		$130K Buy
688
+660
+2,357% +$148K 0.1% 86
2019
Q4 		$6K Buy
+28
New +$5.97K ﹤0.01% 290

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

Jackson Square Capital's LULU Position: Q2 2023 in Review

Jackson Square Capital sold out of lululemon athletica (LULU) in Q2 2023, closing a stake of 7,275 shares — an estimated $2.65M sold.

Jackson Square Capital first reported a position in LULU in Q4 2019 and held it in 14 quarters. The position peaked at $5.36M in Q4 2021. 1,084 funds tracked by Wall St. Rank hold LULU as of Q2 2023.

  • Jackson Square Capital reported no remaining lululemon athletica position as of Q2 2023 after selling out during the quarter.
  • Jackson Square Capital sold 7,275 lululemon athletica shares in Q2 2023, an estimated $2.65M.
  • Jackson Square Capital first reported a position in lululemon athletica in Q4 2019 and held it in 14 quarters.
  • Jackson Square Capital's lululemon athletica position peaked at $5.36M in Q4 2021.
  • 1,084 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2023.

Based on Jackson Square Capital's 13F filing for Q2 2023, filed 28 Jul 2023.