Kovitz Investment Group Partners’s lululemon athletica LULU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.7M | Buy |
373,355
+62,612
| +20% | +$14.9M | 0.38% | 70 |
|
|
2025
Q1 | $88M | Buy |
310,743
+11,985
| +4% | +$3.39M | 0.44% | 64 |
|
|
2024
Q4 | $114M | Buy |
298,758
+295,499
| +9,067% | +$113M | 0.56% | 46 |
|
|
2024
Q3 | $424K | Sell |
3,259
-543
| -14% | -$70.7K | ﹤0.01% | 783 |
|
|
2024
Q2 | $1.14M | Buy |
3,802
+2,358
| +163% | +$704K | 0.01% | 512 |
|
|
2024
Q1 | $564K | Buy |
+1,444
| New | +$564K | 0.01% | 486 |
|