Matthew Hamilton Rosenberg’s lululemon athletica LULU Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	–	Sell	-253	Closed	-$60.1K	–	821
2025 Q2	$60.1K	Sell	253 -26	-9%	-$7.16K	0.01%	413
2025 Q1	$79K	Buy	279 +26	+10%	+$9.54K	0.02%	352
2024 Q4	$96.8K	Sell	253 -25	-9%	-$8.16K	0.03%	319
2024 Q3	$75.4K	Hold	278	–	–	0.02%	364
2024 Q2	$84.1K	Hold	278	–	–	0.02%	332
2024 Q1	$107K	Hold	278	–	–	0.03%	303
2023 Q4	$142K	Hold	278	–	–	0.04%	233
2023 Q3	$107K	Hold	278	–	–	0.04%	266
2023 Q2	$105K	Hold	278	–	–	0.04%	288
2023 Q1	$101K	Sell	278 -80	-22%	-$25.1K	0.03%	310
2022 Q4	$115K	Hold	358	–	–	0.04%	280
2022 Q3	$100K	Buy	358 +3	+0.8%	+$930	0.04%	288
2022 Q2	$93K	Hold	355	–	–	0.04%	311
2022 Q1	$130K	Hold	355	–	–	0.05%	266
2021 Q4	$139K	Hold	355	–	–	0.05%	248
2021 Q3	$144K	Hold	355	–	–	0.06%	226
2021 Q2	$130K	Hold	355	–	–	0.07%	217
2021 Q1	$109K	Hold	355	–	–	0.06%	233
2020 Q4	$124K	Hold	355	–	–	0.08%	194
2020 Q3	$117K	Hold	355	–	–	0.09%	168
2020 Q2	$111K	Hold	355	–	–	0.09%	164
2020 Q1	$68K	Buy	+355	New	+$79.4K	0.07%	204

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Matthew Hamilton Rosenberg's LULU Position: Q3 2025 in Review

Matthew Hamilton Rosenberg sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 253 shares — an estimated $60.1K sold.

Matthew Hamilton Rosenberg first reported a position in LULU in Q1 2020 and held it in 22 quarters. The position peaked at $144K in Q3 2021. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

Matthew Hamilton Rosenberg reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 253 lululemon athletica shares in Q3 2025, an estimated $60.1K.
Matthew Hamilton Rosenberg first reported a position in lululemon athletica in Q1 2020 and held it in 22 quarters.
Matthew Hamilton Rosenberg's lululemon athletica position peaked at $144K in Q3 2021.
925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2025, filed 10 Nov 2025.