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Morgens Waterfall Vintiadis & Co’s lululemon athletica LULU Stock Holding History

Morgens Waterfall Vintiadis & Co’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
2020
Q1 		– Sell
-14,000
Closed -$3.24M – 44
2019
Q4 		$3.24M Buy
+14,000
New +$2.98M 2.2% 25

Other funds holding LULU

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Morgens Waterfall Vintiadis & Co's LULU Position: Q4 2023 in Review

Morgens Waterfall Vintiadis & Co sold out of lululemon athletica (LULU) in Q4 2023, closing a stake of 8,000 shares — an estimated $3.08M sold.

Morgens Waterfall Vintiadis & Co first reported a position in LULU in Q1 2018 and held it in 15 quarters. The position peaked at $9.09M in Q3 2020. 1,231 funds tracked by Wall St. Rank hold LULU as of Q4 2023.

  • Morgens Waterfall Vintiadis & Co reported no remaining lululemon athletica position as of Q4 2023 after selling out during the quarter.
  • Morgens Waterfall Vintiadis & Co sold 8,000 lululemon athletica shares in Q4 2023, an estimated $3.08M.
  • Morgens Waterfall Vintiadis & Co first reported a position in lululemon athletica in Q1 2018 and held it in 15 quarters.
  • Morgens Waterfall Vintiadis & Co's lululemon athletica position peaked at $9.09M in Q3 2020.
  • 1,231 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2023.

Based on Morgens Waterfall Vintiadis & Co's 13F filing for Q4 2023, filed 14 Feb 2024.