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EFG Asset Management’s lululemon athletica LULU Stock Holding History

EFG Asset 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
Q3 		– Sell
-8,588
Closed -$2.04M – 175
2025
Q2 		$2.04M Buy
8,588
+1,659
+24% +$457K 0.29% 142
2025
Q1 		$1.96M Sell
6,929
-299
-4% -$110K 0.33% 134
2024
Q4 		$2.76M Buy
7,228
+3,442
+91% +$1.12M 0.38% 114
2024
Q3 		$1.03M Sell
3,786
-3,328
-47% -$883K 0.17% 181
2024
Q2 		$2.12M Buy
7,114
+1,925
+37% +$644K 0.37% 108
2024
Q1 		$2.03M Sell
5,189
-1,694
-25% -$783K 0.35% 120
2023
Q4 		$3.52M Buy
6,883
+2,712
+65% +$1.17M 0.67% 53
2023
Q3 		$1.61M Buy
4,171
+89
+2% +$34K 0.38% 89
2023
Q2 		$1.55M Buy
4,082
+208
+5% +$76.7K 0.33% 105
2023
Q1 		$1.41M Buy
3,874
+168
+5% +$52.7K 0.31% 117
2022
Q4 		$1.17M Sell
3,706
-72
-2% -$23.7K 0.26% 136
2022
Q3 		$1.06M Sell
3,778
-900
-19% -$279K 0.24% 135
2022
Q2 		$1.27M Sell
4,678
-723
-13% -$232K 0.27% 119
2022
Q1 		$1.97M Buy
5,401
+301
+6% +$98K 0.3% 109
2021
Q4 		$2M Buy
+5,100
New +$2.18M 0.26% 112

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's LULU Position: Q3 2025 in Review

EFG Asset Management sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 8,588 shares — an estimated $2.04M sold.

EFG Asset Management first reported a position in LULU in Q4 2021 and held it in 15 quarters. The position peaked at $3.52M in Q4 2023. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • EFG Asset Management reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • EFG Asset Management sold 8,588 lululemon athletica shares in Q3 2025, an estimated $2.04M.
  • EFG Asset Management first reported a position in lululemon athletica in Q4 2021 and held it in 15 quarters.
  • EFG Asset Management's lululemon athletica position peaked at $3.52M in Q4 2023.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.