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EFG Asset Management (Americas)’s lululemon athletica LULU Stock Holding History

EFG Asset Management (Americas)’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
Q3 		$444K Sell
2,498
-4,410
-64% -$884K 0.08% 135
2025
Q2 		$1.64M Buy
6,908
+1,302
+23% +$359K 0.3% 97
2025
Q1 		$1.59M Sell
5,606
-689
-11% -$253K 0.32% 94
2024
Q4 		$2.41M Buy
6,295
+3,068
+95% +$1M 0.47% 71
2024
Q3 		$876K Buy
+3,227
New +$856K 0.17% 106
2021
Q1 		– Sell
-9,752
Closed -$3.39M – 147
2020
Q4 		$3.39M Sell
9,752
-1,157
-11% -$402K 0.69% 52
2020
Q3 		$3.59M Sell
10,909
-1,212
-10% -$404K 0.81% 48
2020
Q2 		$3.78M Buy
12,121
+279
+2% +$71.3K 0.98% 40
2020
Q1 		$2.25M Sell
11,842
-3,285
-22% -$735K 0.72% 55
2019
Q4 		$3.5M Buy
15,127
+5,306
+54% +$1.13M 0.92% 43
2019
Q3 		$1.89M Buy
+9,821
New +$1.84M 0.57% 64

Other funds holding LULU

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EFG Asset Management (Americas)'s LULU Position: Q3 2025 in Review

EFG Asset Management (Americas) reduced its lululemon athletica (LULU) stake by 64% in Q3 2025, selling an estimated $884K and leaving 2,498 shares worth $444K. The position accounts for 0.08% of the portfolio, ranked #135.

EFG Asset Management (Americas) first reported a position in LULU in Q3 2019 and has held it in 11 quarters since. The position peaked at $3.78M in Q2 2020. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • EFG Asset Management (Americas) held 2,498 shares of lululemon athletica worth $444K as of Q3 2025.
  • EFG Asset Management (Americas) sold 4,410 lululemon athletica shares in Q3 2025, an estimated $884K.
  • lululemon athletica made up 0.08% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #135 holding.
  • EFG Asset Management (Americas) first reported a position in lululemon athletica in Q3 2019 and has held it in 11 quarters since.
  • EFG Asset Management (Americas)'s lululemon athletica position peaked at $3.78M in Q2 2020.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.