GIA
LULU icon

Guyasuta Investment Advisors’s lululemon athletica LULU Stock Holding History

Guyasuta Investment Advisors’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
-635
Closed -$243K – 265
2024
Q4 		$243K Buy
+635
New +$207K 0.02% 243
2024
Q3 		– Sell
-530
Closed -$271K – 276
2024
Q2 		$271K Hold
530
– – 0.02% 202
2024
Q1 		$271K Hold
530
– – 0.02% 204
2023
Q4 		$271K Hold
530
– – 0.02% 204
2023
Q3 		$204K Hold
530
– – 0.02% 231
2023
Q2 		$201K Buy
+530
New +$196K 0.01% 241
2022
Q1 		– Sell
-530
Closed -$207K – 279
2021
Q4 		$207K Hold
530
– – 0.01% 269
2021
Q3 		$214K Buy
+530
New +$212K 0.02% 256

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

Guyasuta Investment Advisors's LULU Position: Q1 2025 in Review

Guyasuta Investment Advisors sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 635 shares — an estimated $243K sold.

Guyasuta Investment Advisors first reported a position in LULU in Q3 2021 and held it in 8 quarters. The position peaked at $271K in Q2 2024. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Guyasuta Investment Advisors reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Guyasuta Investment Advisors sold 635 lululemon athletica shares in Q1 2025, an estimated $243K.
  • Guyasuta Investment Advisors first reported a position in lululemon athletica in Q3 2021 and held it in 8 quarters.
  • Guyasuta Investment Advisors's lululemon athletica position peaked at $271K in Q2 2024.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Guyasuta Investment Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.