Mendota Financial Group’s lululemon athletica LULU Stock Holding History

Mendota 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	-16	Closed	-$6.12K	–	255
2024 Q4	$6.12K	Hold	16	–	–	﹤0.01%	258
2024 Q3	$4.34K	Sell	16 -8	-33%	-$2.12K	﹤0.01%	279
2024 Q2	$7.17K	Hold	24	–	–	﹤0.01%	241
2024 Q1	$9.38K	Hold	24	–	–	0.01%	238
2023 Q4	$12.3K	Sell	24 -184	-88%	-$79.5K	0.01%	266
2023 Q3	$80.2K	Sell	208 -245	-54%	-$93.6K	0.08%	110
2023 Q2	$171K	Buy	453 +437	+2,731%	+$161K	0.19%	42
2023 Q1	$5.84K	Sell	16 -493	-97%	-$155K	0.01%	248
2022 Q4	$163K	Buy	+509	New	+$167K	0.21%	41

Other funds holding LULU

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Mendota Financial Group sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 16 shares — an estimated $6.12K sold.

Mendota Financial Group first reported a position in LULU in Q4 2022 and held it in 9 quarters. The position peaked at $171K in Q2 2023. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

Mendota Financial Group reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
Mendota Financial Group sold 16 lululemon athletica shares in Q1 2025, an estimated $6.12K.
Mendota Financial Group first reported a position in lululemon athletica in Q4 2022 and held it in 9 quarters.
Mendota Financial Group's lululemon athletica position peaked at $171K in Q2 2023.
1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.