Bleakley Financial Group’s lululemon athletica LULU Stock Holding History

Bleakley Financial Group’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	-1,016	Closed	-$389K	–	785
2024 Q4	$389K	Buy	1,016 +90	+10%	+$29.4K	0.01%	693
2024 Q3	$251K	Sell	926 -697	-43%	-$185K	0.01%	855
2024 Q2	$485K	Sell	1,623 -266	-14%	-$88.9K	0.01%	624
2024 Q1	$738K	Buy	1,889 +38	+2%	+$17.6K	0.02%	508
2023 Q4	$946K	Buy	1,851 +78	+4%	+$33.7K	0.03%	409
2023 Q3	$684K	Sell	1,773 -151	-8%	-$57.7K	0.02%	475
2023 Q2	$728K	Sell	1,924 -21	-1%	-$7.75K	0.02%	491
2023 Q1	$708K	Sell	1,945 -244	-11%	-$76.5K	0.02%	482
2022 Q4	$701K	Buy	+2,189	New	+$720K	0.03%	459

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Bleakley Financial Group's LULU Position: Q1 2025 in Review

Bleakley Financial Group sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 1,016 shares — an estimated $389K sold.

Bleakley Financial Group first reported a position in LULU in Q4 2022 and held it in 9 quarters. The position peaked at $946K in Q4 2023. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

Bleakley Financial Group reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 1,016 lululemon athletica shares in Q1 2025, an estimated $389K.
Bleakley Financial Group first reported a position in lululemon athletica in Q4 2022 and held it in 9 quarters.
Bleakley Financial Group's lululemon athletica position peaked at $946K in Q4 2023.
1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.