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Arete Wealth Advisors’s lululemon athletica LULU Stock Holding History

Arete Wealth Advisors’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
-4,574
Closed -$1.75M – 765
2024
Q4 		$1.75M Buy
4,574
+1,350
+42% +$441K 0.13% 170
2024
Q3 		$875K Buy
+3,224
New +$856K 0.08% 244
2021
Q4 		– Sell
-512
Closed -$207K – 521
2021
Q3 		$207K Buy
+512
New +$205K 0.02% 392
2020
Q4 		– Sell
-636
Closed -$212K – 428
2020
Q3 		$212K Sell
636
-1,697
-73% -$566K 0.03% 347
2020
Q2 		$728K Sell
2,333
-1,686
-42% -$431K 0.13% 180
2020
Q1 		$762K Sell
4,019
-875
-18% -$196K 0.15% 152
2019
Q4 		$1.13M Buy
4,894
+99
+2% +$21.1K 0.2% 120
2019
Q3 		$923K Sell
4,795
-1,427
-23% -$267K 0.18% 139
2019
Q2 		$1.12M Sell
6,222
-28
-0.4% -$4.86K 0.22% 115
2019
Q1 		$1.02M Sell
6,250
-573
-8% -$83.7K 0.21% 123
2018
Q4 		$830K Sell
6,823
-527
-7% -$70.7K 0.2% 126
2018
Q3 		$1.19M Buy
+7,350
New +$1.01M 0.26% 85

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

Arete Wealth Advisors's LULU Position: Q1 2025 in Review

Arete Wealth Advisors sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 4,574 shares — an estimated $1.75M sold.

Arete Wealth Advisors first reported a position in LULU in Q3 2018 and held it in 12 quarters. The position peaked at $1.75M in Q4 2024. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Arete Wealth Advisors reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,574 lululemon athletica shares in Q1 2025, an estimated $1.75M.
  • Arete Wealth Advisors first reported a position in lululemon athletica in Q3 2018 and held it in 12 quarters.
  • Arete Wealth Advisors's lululemon athletica position peaked at $1.75M in Q4 2024.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.