Evergreen Capital Management’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.45M | Buy |
42,140
+3,216
| +8% | +$577K | 0.14% | 158 |
|
|
2025
Q4 | $8.09M | Sell |
38,924
-3,374
| -8% | -$611K | 0.18% | 133 |
|
|
2025
Q3 | $7.53M | Buy |
42,298
+14,647
| +53% | +$2.93M | 0.18% | 137 |
|
|
2025
Q2 | $6.57M | Sell |
27,651
-390
| -1% | -$107K | 0.2% | 136 |
|
|
2025
Q1 | $7.94M | Sell |
28,041
-1,193
| -4% | -$438K | 0.27% | 112 |
|
|
2024
Q4 | $11.2M | Buy |
29,234
+750
| +3% | +$245K | 0.36% | 75 |
|
|
2024
Q3 | $7.73M | Buy |
28,484
+1,047
| +4% | +$278K | 0.26% | 110 |
|
|
2024
Q2 | $8.2M | Buy |
27,437
+5,649
| +26% | +$1.89M | 0.3% | 95 |
|
|
2024
Q1 | $8.51M | Sell |
21,788
-4,217
| -16% | -$1.95M | 0.32% | 83 |
|
|
2023
Q4 | $13.3M | Sell |
26,005
-2,172
| -8% | -$938K | 0.54% | 39 |
|
|
2023
Q3 | $10.9M | Sell |
28,177
-506
| -2% | -$193K | 0.48% | 53 |
|
|
2023
Q2 | $10.9M | Sell |
28,683
-2,033
| -7% | -$750K | 0.45% | 57 |
|
|
2023
Q1 | $11.2M | Sell |
30,716
-231
| -0.7% | -$72.4K | 0.5% | 47 |
|
|
2022
Q4 | $9.91M | Buy |
30,947
+511
| +2% | +$168K | 0.47% | 60 |
|
|
2022
Q3 | $8.51M | Sell |
30,436
-443
| -1% | -$137K | 0.44% | 60 |
|
|
2022
Q2 | $8.42M | Buy |
30,879
+597
| +2% | +$191K | 0.44% | 66 |
|
|
2022
Q1 | $11.1M | Buy |
30,282
+3,621
| +14% | +$1.18M | 0.45% | 62 |
|
|
2021
Q4 | $10.4M | Buy |
26,661
+982
| +4% | +$420K | 0.42% | 65 |
|
|
2021
Q3 | $10.4M | Buy |
25,679
+1,443
| +6% | +$578K | 0.47% | 56 |
|
|
2021
Q2 | $8.85M | Sell |
24,236
-753
| -3% | -$248K | 0.42% | 63 |
|
|
2021
Q1 | $7.66M | Buy |
24,989
+4,586
| +22% | +$1.51M | 0.39% | 69 |
|
|
2020
Q4 | $7.1M | Buy |
20,403
+1,728
| +9% | +$600K | 0.42% | 64 |
|
|
2020
Q3 | $6.15M | Buy |
18,675
+1,381
| +8% | +$461K | 0.42% | 62 |
|
|
2020
Q2 | $5.4M | Sell |
17,294
-2,632
| -13% | -$673K | 0.41% | 64 |
|
|
2020
Q1 | $3.78M | Buy |
19,926
+6,748
| +51% | +$1.51M | 0.35% | 72 |
|
|
2019
Q4 | $3.05M | Buy |
13,178
+798
| +6% | +$170K | 0.25% | 88 |
|
|
2019
Q3 | $2.38M | Buy |
12,380
+885
| +8% | +$165K | 0.22% | 100 |
|
|
2019
Q2 | $2.07M | Sell |
11,495
-185
| -2% | -$32.1K | 0.2% | 112 |
|
|
2019
Q1 | $1.91M | Sell |
11,680
-900
| -7% | -$131K | 0.19% | 117 |
|
|
2018
Q4 | $1.53M | Buy |
12,580
+2,315
| +23% | +$310K | 0.16% | 128 |
|
|
2018
Q3 | $1.67M | Buy |
10,265
+50
| +0.5% | +$6.85K | 0.15% | 126 |
|
|
2018
Q2 | $1.27M | Sell |
10,215
-5,225
| -34% | -$557K | 0.12% | 130 |
|
|
2018
Q1 | $1.38M | Sell |
15,440
-645
| -4% | -$51.6K | 0.13% | 124 |
|
|
2017
Q4 | $1.26M | Buy |
16,085
+3,770
| +31% | +$251K | 0.13% | 123 |
|
|
2017
Q3 | $767K | Buy |
+12,315
| New | +$742K | 0.09% | 133 |
|
|
2016
Q1 | – | Sell |
-16,295
| Closed | -$855K | – | 91 |
|
|
2015
Q4 | $855K | Sell |
16,295
-395
| -2% | -$19.9K | 0.2% | 70 |
|
|
2015
Q3 | $846K | Sell |
16,690
-31,800
| -66% | -$1.94M | 0.22% | 68 |
|
|
2015
Q2 | $3.17M | Sell |
48,490
-1,495
| -3% | -$97.2K | 0.78% | 47 |
|
|
2015
Q1 | $3.2M | Sell |
49,985
-22,335
| -31% | -$1.43M | 0.71% | 51 |
|
|
2014
Q4 | $3.04M | Sell |
72,320
-35
| -0% | -$1.6K | 0.6% | 61 |
|
|
2014
Q3 | $3.04M | Buy |
+72,355
| New | +$2.91M | 0.59% | 64 |
|
Other funds holding LULU
VCM
VPM
