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Moneta Group Investment Advisors’s lululemon athletica LULU Stock Holding History

Moneta Group Investment Advisors’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
-620
Closed -$237K – 689
2024
Q4 		$237K Buy
+620
New +$202K ﹤0.01% 593
2024
Q3 		– Sell
-700
Closed -$209K – 660
2024
Q2 		$209K Buy
+700
New +$234K ﹤0.01% 566

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

Moneta Group Investment Advisors's LULU Position: Q1 2025 in Review

Moneta Group Investment Advisors sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 620 shares — an estimated $237K sold.

Moneta Group Investment Advisors first reported a position in LULU in Q2 2024 and held it in 2 quarters. The position peaked at $237K in Q4 2024. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Moneta Group Investment Advisors reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 620 lululemon athletica shares in Q1 2025, an estimated $237K.
  • Moneta Group Investment Advisors first reported a position in lululemon athletica in Q2 2024 and held it in 2 quarters.
  • Moneta Group Investment Advisors's lululemon athletica position peaked at $237K in Q4 2024.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.