Neo Ivy Capital Management’s lululemon athletica LULU Stock Holding History

Neo Ivy Capital Management’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 Q3	–	Sell	-878	Closed	-$209K	–	472
2025 Q2	$209K	Buy	+878	New	+$242K	0.07%	269
2024 Q4	–	Sell	-880	Closed	-$238K	–	349
2024 Q3	$238K	Buy	+880	New	+$234K	0.08%	219
2023 Q3	–	Sell	-375	Closed	-$142K	–	396
2023 Q2	$142K	Buy	+375	New	+$138K	0.07%	224
2022 Q4	$482K	Buy	+1,506	New	+$495K	0.33%	144
2022 Q3	–	Sell	-399	Closed	-$108K	–	473
2022 Q2	$108K	Buy	+399	New	+$128K	0.29%	146
2021 Q4	–	Sell	-149	Closed	-$46K	–	548
2021 Q3	$46K	Sell	149 -417	-74%	-$167K	0.05%	332
2021 Q2	$207K	Sell	566 -205	-27%	-$67.5K	0.21%	178
2021 Q1	$236K	Buy	771 +732	+1,877%	+$240K	0.26%	142
2020 Q4	$14K	Buy	+39	New	+$13.5K	0.02%	376
2020 Q3	–	Sell	-149	Closed	-$46K	–	550
2020 Q2	$46K	Sell	149 -1,635	-92%	-$418K	0.05%	332
2020 Q1	$338K	Buy	+1,784	New	+$399K	0.55%	33
2019 Q2	–	Sell	-8,800	Closed	-$1.44M	–	354
2019 Q1	$1.44M	Buy	+8,800	New	+$1.29M	0.82%	7

Other funds holding LULU

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

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

Neo Ivy Capital Management's LULU Position: Q3 2025 in Review

Neo Ivy Capital Management sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 878 shares — an estimated $209K sold.

Neo Ivy Capital Management first reported a position in LULU in Q1 2019 and held it in 12 quarters. The position peaked at $1.44M in Q1 2019. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

Neo Ivy Capital Management reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 878 lululemon athletica shares in Q3 2025, an estimated $209K.
Neo Ivy Capital Management first reported a position in lululemon athletica in Q1 2019 and held it in 12 quarters.
Neo Ivy Capital Management's lululemon athletica position peaked at $1.44M in Q1 2019.
925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Neo Ivy Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.