Catherine Avery Investment Management’s lululemon athletica LULU Stock Holding History

Catherine Avery Investment 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 Q4	–	Sell	-4	Closed	-$712	–	162
2025 Q3	$712	Hold	4	–	–	﹤0.01%	153
2025 Q2	$950	Buy	+4	New	+$1.1K	﹤0.01%	152

Other funds holding LULU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Catherine Avery Investment Management's LULU Position: Q4 2025 in Review

Catherine Avery Investment Management sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 4 shares — an estimated $712 sold.

Catherine Avery Investment Management first reported a position in LULU in Q2 2025 and held it in 2 quarters. The position peaked at $950 in Q2 2025. 1,009 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

Catherine Avery Investment Management reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
Catherine Avery Investment Management sold 4 lululemon athletica shares in Q4 2025, an estimated $712.
Catherine Avery Investment Management first reported a position in lululemon athletica in Q2 2025 and held it in 2 quarters.
Catherine Avery Investment Management's lululemon athletica position peaked at $950 in Q2 2025.
1,009 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Catherine Avery Investment Management's 13F filing for Q4 2025, filed 5 Jan 2026.