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Northwest & Ethical Investments’s lululemon athletica LULU Stock Holding History

Northwest & Ethical Investments’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
-43,138
Closed -$10.2M – 531
2025
Q2 		$10.2M Sell
43,138
-2,881
-6% -$794K 0.25% 117
2025
Q1 		$13M Sell
46,019
-462
-1% -$169K 0.35% 91
2024
Q4 		$17.8M Buy
+46,481
New +$15.2M 0.48% 61
2022
Q3 		– Sell
-6,361
Closed -$1.73M – 419
2022
Q2 		$1.73M Hold
6,361
– – 0.07% 254
2022
Q1 		$2.32M Sell
6,361
-1,693
-21% -$551K 0.07% 238
2021
Q4 		$3.15M Buy
8,054
+50
+0.6% +$21.4K 0.09% 207
2021
Q3 		$3.24M Sell
8,004
-2,435
-23% -$975K 0.11% 198
2021
Q2 		$3.81M Sell
10,439
-376
-3% -$124K 0.12% 182
2021
Q1 		$3.32M Buy
10,815
+1,435
+15% +$471K 0.12% 206
2020
Q4 		$3.26M Hold
9,380
– – 0.12% 197
2020
Q3 		$3.09M Sell
9,380
-300
-3% -$100K 0.14% 182
2020
Q2 		$3.02M Sell
9,680
-1,797
-16% -$460K 0.14% 185
2020
Q1 		$2.18M Buy
11,477
+50
+0.4% +$11.2K 0.13% 199
2019
Q4 		$2.65M Buy
+11,427
New +$2.44M 0.12% 220
2016
Q3 		– Sell
-59,490
Closed -$4.39M – 341
2016
Q2 		$4.39M Hold
59,490
– – 0.33% 76
2016
Q1 		$4.03M Hold
59,490
– – 0.27% 98
2015
Q4 		$3.12M Buy
59,490
+12,240
+26% +$617K 0.23% 110
2015
Q3 		$2.39M Buy
47,250
+5,840
+14% +$356K 0.18% 130
2015
Q2 		$2.7M Sell
41,410
-9,660
-19% -$628K 0.18% 140
2015
Q1 		$3.27M Sell
51,070
-39,130
-43% -$2.51M 0.23% 111
2014
Q4 		$5.03M Hold
90,200
– – 0.34% 73
2014
Q3 		$3.79M Buy
90,200
+19,920
+28% +$802K 0.25% 99
2014
Q2 		$2.84M Buy
70,280
+6,200
+10% +$283K 0.18% 137
2014
Q1 		$3.37M Buy
64,080
+18,160
+40% +$906K 0.22% 113
2013
Q4 		$2.71M Buy
45,920
+21,110
+85% +$1.45M 0.18% 133
2013
Q3 		$1.81M Buy
+24,810
New +$1.73M 0.13% 161

Other funds holding LULU

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Northwest & Ethical Investments's LULU Position: Q3 2025 in Review

Northwest & Ethical Investments sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 43,138 shares — an estimated $10.2M sold.

Northwest & Ethical Investments first reported a position in LULU in Q3 2013 and held it in 26 quarters. The position peaked at $17.8M in Q4 2024. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Northwest & Ethical Investments reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 43,138 lululemon athletica shares in Q3 2025, an estimated $10.2M.
  • Northwest & Ethical Investments first reported a position in lululemon athletica in Q3 2013 and held it in 26 quarters.
  • Northwest & Ethical Investments's lululemon athletica position peaked at $17.8M in Q4 2024.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Northwest & Ethical Investments's 13F filing for Q3 2025, filed 12 Nov 2025.