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Confluence Investment Management’s lululemon athletica LULU Stock Holding History

Confluence 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
Q1 		– Sell
-29,842
Closed -$11.4M – 311
2024
Q4 		$11.4M Sell
29,842
-247
-0.8% -$80.6K 0.16% 105
2024
Q3 		$8.16M Buy
+30,089
New +$7.99M 0.11% 115

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

Confluence Investment Management's LULU Position: Q1 2025 in Review

Confluence Investment Management sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 29,842 shares — an estimated $11.4M sold.

Confluence Investment Management first reported a position in LULU in Q3 2024 and held it in 2 quarters. The position peaked at $11.4M in Q4 2024. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Confluence Investment Management reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Confluence Investment Management sold 29,842 lululemon athletica shares in Q1 2025, an estimated $11.4M.
  • Confluence Investment Management first reported a position in lululemon athletica in Q3 2024 and held it in 2 quarters.
  • Confluence Investment Management's lululemon athletica position peaked at $11.4M in Q4 2024.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Confluence Investment Management's 13F filing for Q1 2025, filed 1 Apr 2025.