Hamilton Capital’s lululemon athletica LULU Stock Holding History

Hamilton Capital’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	-533	Closed	-$204K	–	144
2024 Q4	$204K	Buy	+533	New	+$174K	0.02%	121
2024 Q2	–	Sell	-534	Closed	-$209K	–	142
2024 Q1	$209K	Hold	534	–	–	0.02%	131
2023 Q4	$273K	Buy	534 +1	+0.2%	+$432	0.02%	100
2023 Q3	$206K	Hold	533	–	–	0.02%	113
2023 Q2	$202K	Buy	+533	New	+$197K	0.01%	115
2022 Q1	–	Sell	-578	Closed	-$226K	–	140
2021 Q4	$226K	Hold	578	–	–	0.02%	132
2021 Q3	$234K	Hold	578	–	–	0.02%	81
2021 Q2	$211K	Buy	+578	New	+$190K	0.02%	50
2021 Q1	–	Sell	-575	Closed	-$200K	–	53
2020 Q4	$200K	Buy	+575	New	+$200K	0.03%	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

Hamilton Capital's LULU Position: Q1 2025 in Review

Hamilton Capital sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 533 shares — an estimated $204K sold.

Hamilton Capital first reported a position in LULU in Q4 2020 and held it in 9 quarters. The position peaked at $273K in Q4 2023. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

Hamilton Capital reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
Hamilton Capital sold 533 lululemon athletica shares in Q1 2025, an estimated $204K.
Hamilton Capital first reported a position in lululemon athletica in Q4 2020 and held it in 9 quarters.
Hamilton Capital's lululemon athletica position peaked at $273K in Q4 2023.
1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Hamilton Capital's 13F filing for Q1 2025, filed 16 May 2025.