Steadfast Capital Management’s lululemon athletica LULU Stock Holding History

Steadfast 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 Q4	–	Sell	-351,101	Closed	-$135M	–	54
2023 Q3	$135M	Hold	351,101	–	–	3.63%	8
2023 Q2	$133M	Buy	351,101 +34,000	+11%	+$12.5M	3.54%	4
2023 Q1	$115M	Buy	317,101 +166,751	+111%	+$52.3M	3.47%	9
2022 Q4	$48.2M	Buy	+150,350	New	+$49.4M	1.66%	22
2020 Q4	–	Sell	-35,038	Closed	-$11.5M	–	80
2020 Q3	$11.5M	Buy	35,038 +4,703	+16%	+$1.57M	0.13%	59
2020 Q2	$9.46M	Buy	+30,335	New	+$7.76M	0.11%	60
2020 Q1	–	Sell	-27,143	Closed	-$6.29M	–	72
2019 Q4	$6.29M	Buy	+27,143	New	+$5.79M	0.07%	61

Other funds holding LULU

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Steadfast Capital Management's LULU Position: Q4 2023 in Review

Steadfast Capital Management sold out of lululemon athletica (LULU) in Q4 2023, closing a stake of 351,101 shares — an estimated $135M sold.

Steadfast Capital Management first reported a position in LULU in Q4 2019 and held it in 7 quarters. The position peaked at $135M in Q3 2023. 1,230 funds tracked by Wall St. Rank hold LULU as of Q4 2023.

Steadfast Capital Management reported no remaining lululemon athletica position as of Q4 2023 after selling out during the quarter.
Steadfast Capital Management sold 351,101 lululemon athletica shares in Q4 2023, an estimated $135M.
Steadfast Capital Management first reported a position in lululemon athletica in Q4 2019 and held it in 7 quarters.
Steadfast Capital Management's lululemon athletica position peaked at $135M in Q3 2023.
1,230 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2023.

Based on Steadfast Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.