Waycross Partners’s lululemon athletica LULU Stock Holding History

Waycross Partners’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	-1,550	Closed	-$598K	–	98
2023 Q3	$598K	Buy	1,550 +650	+72%	+$248K	0.13%	73
2023 Q2	$341K	Buy	+900	New	+$332K	0.07%	87
2023 Q1	–	Sell	-1,197	Closed	-$383K	–	90
2022 Q4	$383K	Hold	1,197	–	–	0.14%	77
2022 Q3	$335K	Buy	+1,197	New	+$371K	0.23%	83
2022 Q1	–	Sell	-3,211	Closed	-$1.26M	–	85
2021 Q4	$1.26M	Buy	3,211 +1,931	+151%	+$825K	0.72%	51
2021 Q3	$518K	Buy	+1,280	New	+$513K	0.33%	72

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

Waycross Partners's LULU Position: Q4 2023 in Review

Waycross Partners sold out of lululemon athletica (LULU) in Q4 2023, closing a stake of 1,550 shares — an estimated $598K sold.

Waycross Partners first reported a position in LULU in Q3 2021 and held it in 6 quarters. The position peaked at $1.26M in Q4 2021. 1,230 funds tracked by Wall St. Rank hold LULU as of Q4 2023.

Waycross Partners reported no remaining lululemon athletica position as of Q4 2023 after selling out during the quarter.
Waycross Partners sold 1,550 lululemon athletica shares in Q4 2023, an estimated $598K.
Waycross Partners first reported a position in lululemon athletica in Q3 2021 and held it in 6 quarters.
Waycross Partners's lululemon athletica position peaked at $1.26M in Q4 2021.
1,230 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2023.

Based on Waycross Partners's 13F filing for Q4 2023, filed 5 Feb 2024.