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Beaton Management Company’s lululemon athletica LULU Stock Holding History

Beaton Management Company’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
Q2 		– Sell
-750
Closed -$212K – 140
2025
Q1 		$212K Buy
+750
New +$275K 0.11% 134

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Beaton Management Company's LULU Position: Q2 2025 in Review

Beaton Management Company sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 750 shares — an estimated $212K sold.

Beaton Management Company first reported a position in LULU in Q1 2025 and held it in 1 quarter. The position peaked at $212K in Q1 2025. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Beaton Management Company reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Beaton Management Company sold 750 lululemon athletica shares in Q2 2025, an estimated $212K.
  • Beaton Management Company first reported a position in lululemon athletica in Q1 2025 and held it in 1 quarter.
  • Beaton Management Company's lululemon athletica position peaked at $212K in Q1 2025.
  • 1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Beaton Management Company's 13F filing for Q2 2025, filed 12 Aug 2025.