J. Goldman & Co’s lululemon athletica LULU Stock Holding History

J. Goldman & Co’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	-26,853	Closed	-$10.3M	–	557
2024 Q4	$10.3M	Buy	+26,853	New	+$8.77M	0.27%	114
2023 Q1	–	Sell	-74,274	Closed	-$23.8M	–	433
2022 Q4	$23.8M	Buy	74,274 +73,239	+7,076%	+$24.1M	1.17%	19
2022 Q3	$289K	Buy	+1,035	New	+$321K	0.01%	322
2019 Q2	–	Sell	-9,220	Closed	-$1.51M	–	311
2019 Q1	$1.51M	Buy	9,220 +4,508	+96%	+$658K	0.09%	180
2018 Q4	$573K	Buy	+4,712	New	+$632K	0.04%	199
2017 Q4	–	Sell	-13,000	Closed	-$809K	–	400
2017 Q3	$809K	Buy	+13,000	New	+$783K	0.04%	248
2017 Q2	–	Sell	-3,200	Closed	-$166K	–	373
2017 Q1	$166K	Sell	3,200 -2,500	-44%	-$165K	0.01%	304
2016 Q4	$370K	Buy	+5,700	New	+$340K	0.02%	266

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

J. Goldman & Co's LULU Position: Q1 2025 in Review

J. Goldman & Co sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 26,853 shares — an estimated $10.3M sold.

J. Goldman & Co first reported a position in LULU in Q4 2016 and held it in 8 quarters. The position peaked at $23.8M in Q4 2022. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

J. Goldman & Co reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
J. Goldman & Co sold 26,853 lululemon athletica shares in Q1 2025, an estimated $10.3M.
J. Goldman & Co first reported a position in lululemon athletica in Q4 2016 and held it in 8 quarters.
J. Goldman & Co's lululemon athletica position peaked at $23.8M in Q4 2022.
1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on J. Goldman & Co's 13F filing for Q1 2025, filed 15 May 2025.