Sandler Capital Management’s lululemon athletica LULU Stock Holding History

Sandler 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
2025 Q2	–	Sell	-1,711	Closed	-$484K	–	165
2025 Q1	$484K	Buy	+1,711	New	+$628K	0.12%	105
2023 Q4	–	Sell	-17,214	Closed	-$6.64M	–	130
2023 Q3	$6.64M	Buy	+17,214	New	+$6.58M	0.68%	61
2021 Q3	–	Sell	-49,501	Closed	-$18.1M	–	116
2021 Q2	$18.1M	Buy	49,501 +16,501	+50%	+$5.43M	1.41%	25
2021 Q1	$10.1M	Buy	+33,000	New	+$10.8M	0.86%	48
2020 Q3	–	Sell	-30,000	Closed	-$9.36M	–	90
2020 Q2	$9.36M	Buy	+30,000	New	+$7.67M	0.89%	43
2019 Q2	–	Sell	-42,860	Closed	-$7.02M	–	155
2019 Q1	$7.02M	Buy	+42,860	New	+$6.26M	0.55%	75
2018 Q4	–	Sell	-72,565	Closed	-$11.8M	–	122
2018 Q3	$11.8M	Buy	+72,565	New	+$9.95M	0.6%	56
2018 Q2	–	Sell	-85,000	Closed	-$7.58M	–	122
2018 Q1	$7.58M	Buy	+85,000	New	+$6.8M	0.93%	43
2015 Q2	–	Sell	-127,970	Closed	-$8.19M	–	210
2015 Q1	$8.19M	Buy	+127,970	New	+$8.2M	0.51%	74

Other funds holding LULU

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Sandler Capital Management's LULU Position: Q2 2025 in Review

Sandler Capital Management sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 1,711 shares — an estimated $484K sold.

Sandler Capital Management first reported a position in LULU in Q1 2015 and held it in 9 quarters. The position peaked at $18.1M in Q2 2021. 1,050 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

Sandler Capital Management reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
Sandler Capital Management sold 1,711 lululemon athletica shares in Q2 2025, an estimated $484K.
Sandler Capital Management first reported a position in lululemon athletica in Q1 2015 and held it in 9 quarters.
Sandler Capital Management's lululemon athletica position peaked at $18.1M in Q2 2021.
1,050 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Sandler Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.