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BFSG LLC’s lululemon athletica LULU Stock Holding History

BFSG LLC’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
-40
Closed -$11.3K – 688
2025
Q1 		$11.3K Hold
40
– – ﹤0.01% 490
2024
Q4 		$15.3K Hold
40
– – ﹤0.01% 469
2024
Q3 		$10.9K Hold
40
– – ﹤0.01% 491
2024
Q2 		$11.9K Hold
40
– – ﹤0.01% 462
2024
Q1 		$15.6K Hold
40
– – ﹤0.01% 452
2023
Q4 		$20.5K Buy
+40
New +$17.3K ﹤0.01% 413
2022
Q1 		– Sell
-2,396
Closed -$938K – 219
2021
Q4 		$938K Buy
+2,396
New +$1.02M 0.13% 151
2018
Q4 		– Sell
-2,852
Closed -$463K – 116
2018
Q3 		$463K Buy
+2,852
New +$391K 0.2% 104

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