MC
LULU icon

Moors & Cabot’s lululemon athletica LULU Stock Holding History

Moors & Cabot’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
-853
Closed -$326K – 907
2024
Q4 		$326K Sell
853
-593
-41% -$194K 0.02% 647
2024
Q3 		$392K Buy
+1,446
New +$384K 0.02% 569
2021
Q1 		– Sell
-683
Closed -$237K – 814
2020
Q4 		$237K Buy
+683
New +$237K 0.02% 597

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

Moors & Cabot's LULU Position: Q1 2025 in Review

Moors & Cabot sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 853 shares — an estimated $326K sold.

Moors & Cabot first reported a position in LULU in Q4 2020 and held it in 3 quarters. The position peaked at $392K in Q3 2024. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Moors & Cabot reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Moors & Cabot sold 853 lululemon athletica shares in Q1 2025, an estimated $326K.
  • Moors & Cabot first reported a position in lululemon athletica in Q4 2020 and held it in 3 quarters.
  • Moors & Cabot's lululemon athletica position peaked at $392K in Q3 2024.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Moors & Cabot's 13F filing for Q1 2025, filed 8 May 2025.