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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
2019
Q1 		– Sell
-75,000
Closed -$9.12M – 299
2018
Q4 		$9.12M Buy
+75,000
New +$10.1M 0.7% 38
2017
Q2 		– Sell
-232,400
Closed -$12.1M – 372
2017
Q1 		$12.1M Buy
232,400
+142,400
+158% +$9.37M 0.6% 44
2016
Q4 		$5.85M Buy
+90,000
New +$5.37M 0.39% 81
2014
Q3 		– Sell
-105,000
Closed -$4.25M – 310
2014
Q2 		$4.25M Sell
105,000
-10,000
-9% -$456K 0.31% 90
2014
Q1 		$6.05M Buy
+115,000
New +$5.74M 0.45% 68

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

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.