Highland Capital Management (Tennessee)’s lululemon athletica LULU Stock Holding History

Highland Capital Management (Tennessee)’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 Q2	–	Sell	-862	Closed	-$244K	–	428
2025 Q1	$244K	Hold	862	–	–	0.01%	354
2024 Q4	$330K	Hold	862	–	–	0.02%	298
2024 Q3	$234K	Hold	862	–	–	0.01%	332
2024 Q2	$257K	Buy	+862	New	+$288K	0.02%	313
2021 Q2	–	Sell	-6,690	Closed	-$2.05M	–	338
2021 Q1	$2.05M	Sell	6,690 -948	-12%	-$311K	0.13%	177
2020 Q4	$2.66M	Sell	7,638 -32	-0.4%	-$11.1K	0.17%	149
2020 Q3	$2.53M	Buy	7,670 +6,620	+630%	+$2.21M	0.18%	138
2020 Q2	$328K	Buy	+1,050	New	+$269K	0.03%	272
2018 Q1	–	Sell	-5,249	Closed	-$413K	–	351
2017 Q4	$413K	Buy	+5,249	New	+$350K	0.03%	302

Other funds holding LULU

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

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

BlackRock New York $5.72T AUM 30.48% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Highland Capital Management (Tennessee)'s LULU Position: Q2 2025 in Review

Highland Capital Management (Tennessee) sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 862 shares — an estimated $244K sold.

Highland Capital Management (Tennessee) first reported a position in LULU in Q4 2017 and held it in 9 quarters. The position peaked at $2.66M in Q4 2020. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

Highland Capital Management (Tennessee) reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
Highland Capital Management (Tennessee) sold 862 lululemon athletica shares in Q2 2025, an estimated $244K.
Highland Capital Management (Tennessee) first reported a position in lululemon athletica in Q4 2017 and held it in 9 quarters.
Highland Capital Management (Tennessee)'s lululemon athletica position peaked at $2.66M in Q4 2020.
1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q2 2025, filed 22 Jul 2025.