MIM
LULU icon

Marco Investment Management’s lululemon athletica LULU Stock Holding History

Marco Investment Management’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
-530
Closed -$203K – 222
2024
Q4 		$203K Buy
+530
New +$173K 0.02% 213
2024
Q2 		– Sell
-597
Closed -$233K – 211
2024
Q1 		$233K Buy
597
+4
+0.7% +$1.85K 0.02% 194
2023
Q4 		$303K Hold
593
– – 0.03% 167
2023
Q3 		$229K Hold
593
– – 0.03% 177
2023
Q2 		$224K Sell
593
-500
-46% -$184K 0.02% 185
2023
Q1 		$398K Buy
1,093
+17
+2% +$5.33K 0.04% 149
2022
Q4 		$345K Hold
1,076
– – 0.04% 155
2022
Q3 		$301K Hold
1,076
– – 0.04% 158
2022
Q2 		$293K Buy
1,076
+26
+2% +$8.33K 0.03% 164
2022
Q1 		$383K Hold
1,050
– – 0.04% 162
2021
Q4 		$411K Hold
1,050
– – 0.04% 160
2021
Q3 		$425K Hold
1,050
– – 0.05% 159
2021
Q2 		$383K Hold
1,050
– – 0.04% 157
2021
Q1 		$322K Hold
1,050
– – 0.04% 156
2020
Q4 		$365K Hold
1,050
– – 0.05% 142
2020
Q3 		$346K Hold
1,050
– – 0.06% 136
2020
Q2 		$328K Sell
1,050
-1,000
-49% -$256K 0.06% 136
2020
Q1 		$389K Hold
2,050
– – 0.08% 118
2019
Q4 		$475K Buy
2,050
+500
+32% +$107K 0.07% 132
2019
Q3 		$298K Buy
1,550
+50
+3% +$9.34K 0.05% 150
2019
Q2 		$270K Hold
1,500
– – 0.05% 155
2019
Q1 		$246K Buy
+1,500
New +$219K 0.05% 159
2018
Q4 		– Sell
-1,700
Closed -$276K – 181
2018
Q3 		$276K Buy
+1,700
New +$233K 0.04% 161
2018
Q1 		– Sell
-2,600
Closed -$204K – 186
2017
Q4 		$204K Buy
+2,600
New +$173K 0.03% 175

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Marco Investment Management's LULU Position: Q1 2025 in Review

Marco Investment Management sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 530 shares — an estimated $203K sold.

Marco Investment Management first reported a position in LULU in Q4 2017 and held it in 24 quarters. The position peaked at $475K in Q4 2019. 1,138 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Marco Investment Management reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Marco Investment Management sold 530 lululemon athletica shares in Q1 2025, an estimated $203K.
  • Marco Investment Management first reported a position in lululemon athletica in Q4 2017 and held it in 24 quarters.
  • Marco Investment Management's lululemon athletica position peaked at $475K in Q4 2019.
  • 1,138 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Marco Investment Management's 13F filing for Q1 2025, filed 7 May 2025.