Jefferies Financial Group’s lululemon athletica LULU Stock Holding History

Jefferies Financial Group’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
2026 Q3	$313K	Buy	3,256 +895	+38%	+$102K	﹤0.01%	1063
2026 Q2	$270K	Buy	+2,361	New	+$315K	﹤0.01%	1411
2026 Q1	–	Sell	-386	Closed	-$80.2K	–	2014
2025 Q4	$80.2K	Buy	+386	New	+$69.9K	﹤0.01%	1726
2024 Q3	–	Sell	-4,982	Closed	-$1.49M	–	1627
2024 Q2	$1.49M	Sell	4,982 -9,848	-66%	-$3.29M	0.02%	623
2024 Q1	$5.79M	Sell	14,830 -1,541	-9%	-$712K	0.05%	280
2023 Q4	$8.37M	Buy	+16,371	New	+$7.07M	0.05%	265
2023 Q2	–	Sell	-5,989	Closed	-$2.18M	–	1882
2023 Q1	$2.18M	Buy	+5,989	New	+$1.88M	0.02%	634
2018 Q1	–	Sell	-35,000	Closed	-$2.75M	–	103
2017 Q4	$2.75M	Sell	35,000 -20,797	-37%	-$1.39M	0.21%	28
2017 Q3	$3.47M	Buy	+55,797	New	+$3.36M	0.29%	22

Other funds holding LULU

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Jefferies Financial Group's LULU Position: Q3 2026 in Review

Jefferies Financial Group increased its lululemon athletica (LULU) stake by 38% in Q3 2026, buying an estimated $102K and bringing the position to 3,256 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Jefferies Financial Group first reported a position in LULU in Q3 2017 and has held it in 9 quarters since. The position peaked at $8.37M in Q4 2023. 563 funds tracked by Wall St. Rank hold LULU as of Q3 2026.

Jefferies Financial Group held 3,256 shares of lululemon athletica worth $313K as of Q3 2026.
Jefferies Financial Group bought 895 lululemon athletica shares in Q3 2026, an estimated $102K.
lululemon athletica made up ﹤0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #1063 holding.
Jefferies Financial Group first reported a position in lululemon athletica in Q3 2017 and has held it in 9 quarters since.
Jefferies Financial Group's lululemon athletica position peaked at $8.37M in Q4 2023.
563 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.