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Lindbrook Capital’s lululemon athletica LULU Stock Holding History

Lindbrook Capital’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 		$167K Sell
590
-52
-8% -$19.1K 0.02% 470
2024
Q4 		$246K Sell
642
-71
-10% -$23.2K 0.02% 345
2024
Q3 		$193K Buy
713
+316
+80% +$83.9K 0.02% 396
2024
Q2 		$119K Sell
397
-148
-27% -$49.5K 0.01% 483
2024
Q1 		$213K Sell
545
-102
-16% -$47.2K 0.02% 350
2023
Q4 		$331K Buy
647
+295
+84% +$127K 0.03% 258
2023
Q3 		$136K Buy
352
+35
+11% +$13.4K 0.02% 399
2023
Q2 		$120K Buy
317
+4
+1% +$1.48K 0.01% 443
2023
Q1 		$114K Hold
313
– – 0.01% 451
2022
Q4 		$100K Sell
313
-74
-19% -$24.3K 0.01% 481
2022
Q3 		$108K Buy
387
+116
+43% +$36K 0.02% 411
2022
Q2 		$74K Buy
271
+3
+1% +$961 0.01% 530
2022
Q1 		$98K Buy
268
+26
+11% +$8.46K 0.02% 474
2021
Q4 		$95K Sell
242
-35
-13% -$15K 0.01% 508
2021
Q3 		$112K Buy
277
+19
+7% +$7.61K 0.03% 249
2021
Q2 		$94K Sell
258
-39
-13% -$12.8K 0.02% 303
2021
Q1 		$91K Buy
297
+209
+238% +$68.6K 0.02% 293
2020
Q4 		$31K Buy
88
+2
+2% +$695 0.01% 548
2020
Q3 		$28K Buy
86
+30
+54% +$10K 0.01% 510
2020
Q2 		$17K Buy
56
+41
+273% +$10.5K 0.01% 667
2020
Q1 		$3K Buy
15
+4
+36% +$895 ﹤0.01% 1207
2019
Q4 		$3K Hold
11
– – ﹤0.01% 1216
2019
Q3 		$2K Buy
+11
New +$2.06K ﹤0.01% 1275

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Lindbrook Capital's LULU Position: Q1 2025 in Review

Lindbrook Capital reduced its lululemon athletica (LULU) stake by 8.1% in Q1 2025, selling an estimated $19.1K and leaving 590 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #470.

Lindbrook Capital first reported a position in LULU in Q3 2019 and has held it in 23 quarters since. The position peaked at $331K in Q4 2023. 1,137 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Lindbrook Capital held 590 shares of lululemon athletica worth $167K as of Q1 2025.
  • Lindbrook Capital sold 52 lululemon athletica shares in Q1 2025, an estimated $19.1K.
  • lululemon athletica made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #470 holding.
  • Lindbrook Capital first reported a position in lululemon athletica in Q3 2019 and has held it in 23 quarters since.
  • Lindbrook Capital's lululemon athletica position peaked at $331K in Q4 2023.
  • 1,137 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.