CCA
LULU icon

Checchi Capital Advisers’s lululemon athletica LULU Stock Holding History

Checchi Capital Advisers’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
-845
Closed -$239K – 595
2025
Q1 		$239K Buy
845
+24
+3% +$8.8K 0.01% 516
2024
Q4 		$314K Buy
+821
New +$268K 0.02% 428
2024
Q3 		– Sell
-880
Closed -$263K – 592
2024
Q2 		$263K Sell
880
-88
-9% -$29.4K 0.01% 469
2024
Q1 		$378K Buy
968
+67
+7% +$31K 0.03% 394
2023
Q4 		$461K Buy
901
+58
+7% +$25.1K 0.04% 326
2023
Q3 		$325K Sell
843
-10
-1% -$3.82K 0.03% 385
2023
Q2 		$323K Buy
853
+52
+6% +$19.2K 0.03% 407
2023
Q1 		$292K Sell
801
-236
-23% -$74K 0.03% 423
2022
Q4 		$332K Sell
1,037
-209
-17% -$68.7K 0.03% 366
2022
Q3 		$348K Hold
1,246
– – 0.03% 347
2022
Q2 		$387K Buy
1,246
+329
+36% +$105K 0.03% 348
2022
Q1 		$335K Sell
917
-55
-6% -$17.9K 0.03% 374
2021
Q4 		$380K Buy
972
+13
+1% +$5.56K 0.03% 335
2021
Q3 		$388K Buy
959
+27
+3% +$10.8K 0.04% 298
2021
Q2 		$340K Buy
932
+16
+2% +$5.27K 0.03% 329
2021
Q1 		$281K Buy
916
+119
+15% +$39.1K 0.03% 386
2020
Q4 		$277K Buy
797
+23
+3% +$7.99K 0.03% 360
2020
Q3 		$255K Sell
774
-29
-4% -$9.68K 0.03% 343
2020
Q2 		$251K Sell
803
-449
-36% -$115K 0.03% 359
2020
Q1 		$237K Buy
1,252
+270
+27% +$60.4K 0.02% 304
2019
Q4 		$227K Buy
+982
New +$209K 0.03% 380
2016
Q3 		– Sell
-744
Closed -$55K – 866
2016
Q2 		$55K Hold
744
– – 0.01% 795
2016
Q1 		$50K Buy
+744
New +$44.7K 0.01% 826

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Checchi Capital Advisers's LULU Position: Q2 2025 in Review

Checchi Capital Advisers sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 845 shares — an estimated $239K sold.

Checchi Capital Advisers first reported a position in LULU in Q1 2016 and held it in 23 quarters. The position peaked at $461K in Q4 2023. 1,051 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Checchi Capital Advisers reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Checchi Capital Advisers sold 845 lululemon athletica shares in Q2 2025, an estimated $239K.
  • Checchi Capital Advisers first reported a position in lululemon athletica in Q1 2016 and held it in 23 quarters.
  • Checchi Capital Advisers's lululemon athletica position peaked at $461K in Q4 2023.
  • 1,051 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Checchi Capital Advisers's 13F filing for Q2 2025, filed 22 Jul 2025.