Greenhouse Wealth Management’s lululemon athletica LULU Stock Holding History

Greenhouse Wealth 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	-600	Closed	-$229K	–	58
2024 Q4	$229K	Buy	+600	New	+$196K	0.15%	52
2024 Q2	–	Sell	-600	Closed	-$234K	–	59
2024 Q1	$234K	Hold	600	–	–	0.18%	52
2023 Q4	$307K	Hold	600	–	–	0.25%	41
2023 Q3	$231K	Hold	600	–	–	0.21%	47
2023 Q2	$227K	Hold	600	–	–	0.2%	49
2023 Q1	$219K	Buy	+600	New	+$188K	0.21%	49
2022 Q2	–	Sell	-600	Closed	-$219K	–	53
2022 Q1	$219K	Hold	600	–	–	0.2%	48
2021 Q4	$235K	Hold	600	–	–	0.21%	46
2021 Q3	$243K	Hold	600	–	–	0.23%	41
2021 Q2	$219K	Buy	+600	New	+$198K	0.2%	46
2021 Q1	–	Sell	-600	Closed	-$209K	–	92
2020 Q4	$209K	Buy	+600	New	+$208K	0.21%	46

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Greenhouse Wealth Management's LULU Position: Q1 2025 in Review

Greenhouse Wealth Management sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 600 shares — an estimated $229K sold.

Greenhouse Wealth Management first reported a position in LULU in Q4 2020 and held it in 11 quarters. The position peaked at $307K in Q4 2023. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

Greenhouse Wealth Management reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
Greenhouse Wealth Management sold 600 lululemon athletica shares in Q1 2025, an estimated $229K.
Greenhouse Wealth Management first reported a position in lululemon athletica in Q4 2020 and held it in 11 quarters.
Greenhouse Wealth Management's lululemon athletica position peaked at $307K in Q4 2023.
1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Greenhouse Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.