Delta Financial Advisors’s lululemon athletica LULU Stock Holding History

Delta Financial Advisors’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	-590	Closed	-$226K	–	112
2024 Q4	$226K	Buy	+590	New	+$193K	0.08%	108
2024 Q2	–	Sell	-595	Closed	-$232K	–	116
2024 Q1	$232K	Hold	595	–	–	0.09%	111
2023 Q4	$304K	Hold	595	–	–	0.13%	104
2023 Q3	$229K	Hold	595	–	–	0.1%	117
2023 Q2	$225K	Buy	+595	New	+$220K	0.1%	114
2022 Q2	–	Sell	-630	Closed	-$230K	–	119
2022 Q1	$230K	Hold	630	–	–	0.1%	115
2021 Q4	$247K	Hold	630	–	–	0.1%	115
2021 Q3	$255K	Hold	630	–	–	0.11%	110
2021 Q2	$230K	Buy	+630	New	+$207K	0.1%	110
2021 Q1	–	Sell	-630	Closed	-$219K	–	110
2020 Q4	$219K	Hold	630	–	–	0.11%	106
2020 Q3	$208K	Buy	+630	New	+$210K	0.12%	104

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

Delta Financial Advisors's LULU Position: Q1 2025 in Review

Delta Financial Advisors sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 590 shares — an estimated $226K sold.

Delta Financial Advisors first reported a position in LULU in Q3 2020 and held it in 11 quarters. The position peaked at $304K in Q4 2023. 1,136 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

Delta Financial Advisors reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
Delta Financial Advisors sold 590 lululemon athletica shares in Q1 2025, an estimated $226K.
Delta Financial Advisors first reported a position in lululemon athletica in Q3 2020 and held it in 11 quarters.
Delta Financial Advisors's lululemon athletica position peaked at $304K in Q4 2023.
1,136 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Delta Financial Advisors's 13F filing for Q1 2025, filed 13 May 2025.