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Stephen Mandel’s lululemon athletica LULU Stock Holding History

Stephen Mandel’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
2017
Q1 		– Sell
-4,504,208
Closed -$293M – 40
2016
Q4 		$293M Sell
4,504,208
-1,081,834
-19% -$64.5M 1.53% 28
2016
Q3 		$341M Sell
5,586,042
-1,824,262
-25% -$135M 1.52% 27
2016
Q2 		$547M Buy
7,410,304
+2,224,220
+43% +$148M 2.53% 18
2016
Q1 		$351M Sell
5,186,084
-1,162,064
-18% -$69.8M 1.75% 25
2015
Q4 		$333M Buy
+6,348,148
New +$320M 1.42% 29

Other funds holding LULU

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Stephen Mandel's LULU Position: Q1 2017 in Review

Stephen Mandel sold out of lululemon athletica (LULU) in Q1 2017, closing a stake of 4,504,208 shares — an estimated $293M sold.

Stephen Mandel first reported a position in LULU in Q4 2015 and held it in 5 quarters. The position peaked at $547M in Q2 2016. 336 funds tracked by Wall St. Rank hold LULU as of Q1 2017.

  • Stephen Mandel reported no remaining lululemon athletica position as of Q1 2017 after selling out during the quarter.
  • Stephen Mandel sold 4,504,208 lululemon athletica shares in Q1 2017, an estimated $293M.
  • Stephen Mandel first reported a position in lululemon athletica in Q4 2015 and held it in 5 quarters.
  • Stephen Mandel's lululemon athletica position peaked at $547M in Q2 2016.
  • 336 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2017.

Based on Lone Pine Capital's 13F filing for Q1 2017, filed 15 May 2017.