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Menard Financial Group’s lululemon athletica LULU Stock Holding History

Menard 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
2025
Q1 		– Sell
-1
Closed -$382 – 221
2024
Q4 		$382 Buy
+1
New +$326 ﹤0.01% 311
2022
Q1 		– Sell
-799
Closed -$313K – 144
2021
Q4 		$313K Sell
799
-43
-5% -$18.4K 0.26% 108
2021
Q3 		$341K Buy
+842
New +$337K 0.3% 105
2021
Q2 		– Sell
-1,050
Closed -$322K – 159
2021
Q1 		$322K Buy
1,050
+310
+42% +$102K 0.35% 90
2020
Q4 		$258K Sell
740
-7
-0.9% -$2.43K 0.28% 113
2020
Q3 		$246K Buy
747
+100
+15% +$33.4K 0.28% 115
2020
Q2 		$202K Buy
+647
New +$165K 0.25% 109

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Menard Financial Group's LULU Position: Q1 2025 in Review

Menard Financial Group sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 1 share — an estimated $382 sold.

Menard Financial Group first reported a position in LULU in Q2 2020 and held it in 7 quarters. The position peaked at $341K in Q3 2021. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Menard Financial Group reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Menard Financial Group sold 1 lululemon athletica share in Q1 2025, an estimated $382.
  • Menard Financial Group first reported a position in lululemon athletica in Q2 2020 and held it in 7 quarters.
  • Menard Financial Group's lululemon athletica position peaked at $341K in Q3 2021.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.