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Advisors Capital Management’s lululemon athletica LULU Stock Holding History

Advisors 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
Q1 		– Sell
-529
Closed -$202K – 522
2024
Q4 		$202K Buy
+529
New +$173K ﹤0.01% 500
2024
Q1 		– Sell
-450
Closed -$230K – 485
2023
Q4 		$230K Buy
+450
New +$194K ﹤0.01% 431
2022
Q4 		– Sell
-773
Closed -$273K – 456
2022
Q3 		$273K Sell
773
-773
-50% -$240K 0.01% 401
2022
Q2 		$421K Sell
1,546
-42
-3% -$13.5K 0.01% 320
2022
Q1 		$580K Sell
1,588
-460
-22% -$150K 0.02% 293
2021
Q4 		$802K Buy
+2,048
New +$875K 0.02% 280

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Advisors Capital Management's LULU Position: Q1 2025 in Review

Advisors Capital Management sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 529 shares — an estimated $202K sold.

Advisors Capital Management first reported a position in LULU in Q4 2021 and held it in 6 quarters. The position peaked at $802K in Q4 2021. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Advisors Capital Management reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Advisors Capital Management sold 529 lululemon athletica shares in Q1 2025, an estimated $202K.
  • Advisors Capital Management first reported a position in lululemon athletica in Q4 2021 and held it in 6 quarters.
  • Advisors Capital Management's lululemon athletica position peaked at $802K in Q4 2021.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Advisors Capital Management's 13F filing for Q1 2025, filed 27 May 2025.