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Heck Capital Advisors’s lululemon athletica LULU Stock Holding History

Heck Capital 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
-8
Closed -$3.06K – 554
2024
Q4 		$3.06K Buy
+8
New +$2.61K ﹤0.01% 607

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Heck Capital Advisors's LULU Position: Q1 2025 in Review

Heck Capital Advisors sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 8 shares — an estimated $3.06K sold.

Heck Capital Advisors first reported a position in LULU in Q4 2024 and held it in 1 quarter. The position peaked at $3.06K in Q4 2024. 1,137 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Heck Capital Advisors reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 8 lululemon athletica shares in Q1 2025, an estimated $3.06K.
  • Heck Capital Advisors first reported a position in lululemon athletica in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's lululemon athletica position peaked at $3.06K in Q4 2024.
  • 1,137 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.