Morningstar Investment Management’s lululemon athletica LULU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-525
Closed -$201K 158
2024
Q4
$201K Buy
+525
New +$201K 0.02% 210
2024
Q1
Sell
-511
Closed -$261K 204
2023
Q4
$261K Buy
+511
New +$261K 0.03% 163