ET
LULU icon

Equitable Trust’s lululemon athletica LULU Stock Holding History

Equitable Trust’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
-764
Closed -$292K – 476
2024
Q4 		$292K Sell
764
-152
-17% -$49.6K 0.02% 419
2024
Q3 		$249K Sell
916
-133
-13% -$35.3K 0.02% 413
2024
Q2 		$313K Sell
1,049
-214
-17% -$71.5K 0.02% 376
2024
Q1 		$493K Buy
1,263
+600
+90% +$277K 0.03% 306
2023
Q4 		$339K Sell
663
-94
-12% -$40.6K 0.03% 338
2023
Q3 		$292K Sell
757
-16
-2% -$6.11K 0.02% 350
2023
Q2 		$293K Sell
773
-8
-1% -$2.95K 0.02% 344
2023
Q1 		$284K Sell
781
-11,389
-94% -$3.57M 0.02% 344
2022
Q4 		$3.9M Sell
12,170
-1,490
-11% -$490K 0.31% 67
2022
Q3 		$3.82M Sell
13,660
-1,158
-8% -$359K 0.32% 70
2022
Q2 		$4.04M Sell
14,818
-514
-3% -$165K 0.3% 69
2022
Q1 		$5.6M Sell
15,332
-1,426
-9% -$464K 0.36% 63
2021
Q4 		$6.56M Sell
16,758
-208
-1% -$88.9K 0.41% 64
2021
Q3 		$6.87M Sell
16,966
-36
-0.2% -$14.4K 0.44% 59
2021
Q2 		$6.21M Sell
17,002
-253
-1% -$83.3K 0.4% 63
2021
Q1 		$5.29M Sell
17,255
-2,453
-12% -$805K 0.39% 70
2020
Q4 		$6.86M Sell
19,708
-237
-1% -$82.3K 0.51% 57
2020
Q3 		$6.57M Sell
19,945
-13,540
-40% -$4.52M 0.56% 50
2020
Q2 		$10.4M Buy
33,485
+7,977
+31% +$2.04M 0.96% 26
2020
Q1 		$4.83M Buy
25,508
+9,882
+63% +$2.21M 0.53% 55
2019
Q4 		$3.62M Buy
+15,626
New +$3.33M 0.35% 79

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

Equitable Trust's LULU Position: Q1 2025 in Review

Equitable Trust sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 764 shares — an estimated $292K sold.

Equitable Trust first reported a position in LULU in Q4 2019 and held it in 21 quarters. The position peaked at $10.4M in Q2 2020. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Equitable Trust reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Equitable Trust sold 764 lululemon athletica shares in Q1 2025, an estimated $292K.
  • Equitable Trust first reported a position in lululemon athletica in Q4 2019 and held it in 21 quarters.
  • Equitable Trust's lululemon athletica position peaked at $10.4M in Q2 2020.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Equitable Trust's 13F filing for Q1 2025, filed 25 Apr 2025.