NIG
LULU icon

NFJ Investment Group’s lululemon athletica LULU Stock Holding History

NFJ Investment Group’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
Q2 		– Sell
-13,970
Closed -$3.95M – 290
2025
Q1 		$3.95M Sell
13,970
-22,345
-62% -$8.2M 0.13% 145
2024
Q4 		$13.9M Sell
36,315
-76
-0.2% -$24.8K 0.45% 77
2024
Q3 		$9.87M Buy
36,391
+1,785
+5% +$474K 0.29% 102
2024
Q2 		$10.3M Sell
34,606
-1,693
-5% -$566K 0.32% 96
2024
Q1 		$14.2M Sell
36,299
-2,640
-7% -$1.22M 0.39% 73
2023
Q4 		$19.9M Sell
38,939
-73,704
-65% -$31.8M 0.55% 62
2023
Q3 		$43.4M Sell
112,643
-9,462
-8% -$3.62M 1.27% 21
2023
Q2 		$46.2M Sell
122,105
-13,741
-10% -$5.07M 1.23% 19
2023
Q1 		$49.5M Buy
135,846
+115,407
+565% +$36.2M 1.32% 16
2022
Q4 		$6.55M Hold
20,439
– – 0.17% 142
2022
Q3 		$5.71M Hold
20,439
– – 0.15% 179
2022
Q2 		$5.57M Sell
20,439
-5,100
-20% -$1.63M 0.13% 162
2022
Q1 		$9.33M Hold
25,539
– – 0.19% 157
2021
Q4 		$10M Buy
25,539
+12,574
+97% +$5.37M 0.18% 162
2021
Q3 		$5.25M Sell
12,965
-9,003
-41% -$3.61M 0.1% 202
2021
Q2 		$8.02M Sell
21,968
-407
-2% -$134K 0.15% 172
2021
Q1 		$6.86M Buy
+22,375
New +$7.35M 0.14% 193

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

NFJ Investment Group's LULU Position: Q2 2025 in Review

NFJ Investment Group sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 13,970 shares — an estimated $3.95M sold.

NFJ Investment Group first reported a position in LULU in Q1 2021 and held it in 17 quarters. The position peaked at $49.5M in Q1 2023. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • NFJ Investment Group reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • NFJ Investment Group sold 13,970 lululemon athletica shares in Q2 2025, an estimated $3.95M.
  • NFJ Investment Group first reported a position in lululemon athletica in Q1 2021 and held it in 17 quarters.
  • NFJ Investment Group's lululemon athletica position peaked at $49.5M in Q1 2023.
  • 1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on NFJ Investment Group's 13F filing for Q2 2025, filed 14 Aug 2025.