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Castleview Partners’s lululemon athletica LULU Stock Holding History

Castleview Partners’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
-49
Closed -$18.2K – 402
2024
Q4 		$18.2K Buy
+49
New +$16K 0.01% 482
2024
Q3 		– Sell
-12
Closed -$3.58K – 755
2024
Q2 		$3.58K Buy
12
+10
+500% +$3.34K ﹤0.01% 663
2024
Q1 		$781 Hold
2
– – ﹤0.01% 813
2023
Q4 		$1.02K Hold
2
– – ﹤0.01% 766
2023
Q3 		$771 Hold
2
– – ﹤0.01% 620
2023
Q2 		$757 Hold
2
– – ﹤0.01% 650
2023
Q1 		$728 Hold
2
– – ﹤0.01% 632
2022
Q4 		$640 Hold
2
– – ﹤0.01% 577
2022
Q3 		$1K Buy
+2
New +$620 ﹤0.01% 578

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Castleview Partners's LULU Position: Q1 2025 in Review

Castleview Partners sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 49 shares — an estimated $18.2K sold.

Castleview Partners first reported a position in LULU in Q3 2022 and held it in 9 quarters. The position peaked at $18.2K in Q4 2024. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Castleview Partners reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 49 lululemon athletica shares in Q1 2025, an estimated $18.2K.
  • Castleview Partners first reported a position in lululemon athletica in Q3 2022 and held it in 9 quarters.
  • Castleview Partners's lululemon athletica position peaked at $18.2K in Q4 2024.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.