Arrowroot Family Office’s lululemon athletica LULU Stock Holding History

Arrowroot Family Office’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
2024 Q4	$244K	Buy	+638	New	+$208K	0.13%	117
2024 Q3	–	Sell	-805	Closed	-$240K	–	129
2024 Q2	$240K	Buy	805 +175	+28%	+$58.5K	0.15%	109
2024 Q1	$246K	Sell	630 -51	-7%	-$23.6K	0.16%	114
2023 Q4	$348K	Sell	681 -60	-8%	-$25.9K	0.25%	89
2023 Q3	$286K	Sell	741 -18	-2%	-$6.88K	0.23%	100
2023 Q2	$287K	Sell	759 -33	-4%	-$12.2K	0.22%	105
2023 Q1	$288K	Buy	+792	New	+$248K	0.25%	93

Other funds holding LULU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowroot Family Office's LULU Position: Q4 2024 in Review

Arrowroot Family Office opened a new position in lululemon athletica (LULU) in Q4 2024: 638 shares worth $244K. The stake represents 0.13% of the portfolio and ranks #117 among its holdings. This is a return to the name: Arrowroot Family Office previously reported a position in LULU as recently as Q2 2024.

Arrowroot Family Office first reported a position in LULU in Q1 2023 and has held it in 7 quarters since. The position peaked at $348K in Q4 2023. 1,231 funds tracked by Wall St. Rank hold LULU as of Q4 2024.

Arrowroot Family Office held 638 shares of lululemon athletica worth $244K as of Q4 2024.
lululemon athletica was a new Arrowroot Family Office position in Q4 2024.
lululemon athletica made up 0.13% of Arrowroot Family Office's portfolio in Q4 2024, its #117 holding.
Arrowroot Family Office first reported a position in lululemon athletica in Q1 2023 and has held it in 7 quarters since.
Arrowroot Family Office's lululemon athletica position peaked at $348K in Q4 2023.
1,231 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2024.

Based on Arrowroot Family Office's 13F filing for Q4 2024, filed 14 Feb 2025.