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Fortis Capital Management’s lululemon athletica LULU Stock Holding History

Fortis Capital 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
Q1 		– Sell
-631
Closed -$241K – 162
2024
Q4 		$241K Buy
+631
New +$206K 0.04% 121
2024
Q2 		– Sell
-514
Closed -$201K – 131
2024
Q1 		$201K Buy
514
+18
+4% +$8.32K 0.05% 109
2023
Q4 		$254K Buy
+496
New +$214K 0.06% 119

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

Fortis Capital Management's LULU Position: Q1 2025 in Review

Fortis Capital Management sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 631 shares — an estimated $241K sold.

Fortis Capital Management first reported a position in LULU in Q4 2023 and held it in 3 quarters. The position peaked at $254K in Q4 2023. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Fortis Capital Management reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Fortis Capital Management sold 631 lululemon athletica shares in Q1 2025, an estimated $241K.
  • Fortis Capital Management first reported a position in lululemon athletica in Q4 2023 and held it in 3 quarters.
  • Fortis Capital Management's lululemon athletica position peaked at $254K in Q4 2023.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Fortis Capital Management's 13F filing for Q1 2025, filed 9 May 2025.