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Next Capital Management’s lululemon athletica LULU Stock Holding History

Next 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
Q1 		– Sell
-717
Closed -$274K – 131
2024
Q4 		$274K Buy
+717
New +$234K 0.11% 116
2019
Q4 		– Sell
-378
Closed -$73K – 159
2019
Q3 		$73K Sell
378
-59
-14% -$11K 0.05% 126
2019
Q2 		$79K Buy
437
+59
+16% +$10.2K 0.05% 127
2019
Q1 		$62K Hold
378
– – 0.05% 137
2018
Q4 		$46K Buy
+378
New +$50.7K 0.04% 135

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

Next Capital Management's LULU Position: Q1 2025 in Review

Next Capital Management sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 717 shares — an estimated $274K sold.

Next Capital Management first reported a position in LULU in Q4 2018 and held it in 5 quarters. The position peaked at $274K in Q4 2024. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Next Capital Management reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Next Capital Management sold 717 lululemon athletica shares in Q1 2025, an estimated $274K.
  • Next Capital Management first reported a position in lululemon athletica in Q4 2018 and held it in 5 quarters.
  • Next Capital Management's lululemon athletica position peaked at $274K in Q4 2024.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Next Capital Management's 13F filing for Q1 2025, filed 6 May 2025.