Bourgeon Capital Management’s lululemon athletica LULU Stock Holding History

Bourgeon Capital Management’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	-1,781	Closed	-$681K	–	121
2024 Q4	$681K	Buy	+1,781	New	+$581K	0.13%	75
2024 Q3	–	Sell	-1,213	Closed	-$362K	–	113
2024 Q2	$362K	Buy	1,213 +3	+0.2%	+$1K	0.07%	87
2024 Q1	$473K	Buy	1,210 +10	+0.8%	+$4.62K	0.09%	83
2023 Q4	$614K	Hold	1,200	–	–	0.14%	70
2023 Q3	$463K	Hold	1,200	–	–	0.11%	75
2023 Q2	$454K	Hold	1,200	–	–	0.11%	75
2023 Q1	$437K	Hold	1,200	–	–	0.1%	73
2022 Q4	$384K	Hold	1,200	–	–	0.09%	75
2022 Q3	$335K	Hold	1,200	–	–	0.09%	72
2022 Q2	$327K	Hold	1,200	–	–	0.09%	78
2022 Q1	$438K	Hold	1,200	–	–	0.1%	74
2021 Q4	$470K	Hold	1,200	–	–	0.1%	77
2021 Q3	$486K	Hold	1,200	–	–	0.1%	79
2021 Q2	$438K	Buy	1,200 +1,000	+500%	+$329K	0.09%	88
2021 Q1	$61K	Hold	200	–	–	0.01%	154
2020 Q4	$70K	Hold	200	–	–	0.02%	133
2020 Q3	$66K	Buy	+200	New	+$66.7K	0.02%	131
2017 Q2	–	Sell	-5,500	Closed	-$285K	–	88
2017 Q1	$285K	Buy	+5,500	New	+$362K	0.18%	64
2014 Q3	–	Sell	-7,500	Closed	-$304K	–	109
2014 Q2	$304K	Buy	+7,500	New	+$342K	0.17%	96

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

Bourgeon Capital Management's LULU Position: Q1 2025 in Review

Bourgeon Capital Management sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 1,781 shares — an estimated $681K sold.

Bourgeon Capital Management first reported a position in LULU in Q2 2014 and held it in 19 quarters. The position peaked at $681K in Q4 2024. 1,136 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

Bourgeon Capital Management reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
Bourgeon Capital Management sold 1,781 lululemon athletica shares in Q1 2025, an estimated $681K.
Bourgeon Capital Management first reported a position in lululemon athletica in Q2 2014 and held it in 19 quarters.
Bourgeon Capital Management's lululemon athletica position peaked at $681K in Q4 2024.
1,136 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Bourgeon Capital Management's 13F filing for Q1 2025, filed 9 Apr 2025.