One Capital Management’s lululemon athletica LULU Stock Holding History

One 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	-550	Closed	-$210K	–	422
2024 Q4	$210K	Buy	+550	New	+$180K	0.01%	351
2024 Q2	–	Sell	-626	Closed	-$245K	–	382
2024 Q1	$245K	Hold	626	–	–	0.01%	276
2023 Q4	$320K	Sell	626 -32	-5%	-$13.8K	0.01%	240
2023 Q3	$254K	Sell	658 -235	-26%	-$89.8K	0.01%	248
2023 Q2	$338K	Sell	893 -555	-38%	-$205K	0.02%	234
2023 Q1	$527K	Sell	1,448 -62	-4%	-$19.4K	0.03%	216
2022 Q4	$484K	Sell	1,510 -90	-6%	-$29.6K	0.03%	209
2022 Q3	$447K	Sell	1,600 -87	-5%	-$27K	0.03%	218
2022 Q2	$459K	Sell	1,687 -4	-0.2%	-$1.28K	0.03%	223
2022 Q1	$617K	Sell	1,691 -23	-1%	-$7.49K	0.03%	205
2021 Q4	$670K	Buy	1,714 +1,049	+158%	+$448K	0.05%	155
2021 Q3	$269K	Hold	665	–	–	0.02%	192
2021 Q2	$242K	Sell	665 -10	-1%	-$3.29K	0.02%	193
2021 Q1	$207K	Buy	+675	New	+$222K	0.02%	165
2014 Q4	–	Sell	-30	Closed	-$1K	–	326
2014 Q3	$1K	Buy	+30	New	+$1.21K	﹤0.01%	573

Other funds holding LULU

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

One Capital Management sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 550 shares — an estimated $210K sold.

One Capital Management first reported a position in LULU in Q3 2014 and held it in 15 quarters. The position peaked at $670K in Q4 2021. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

One Capital Management reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
One Capital Management sold 550 lululemon athletica shares in Q1 2025, an estimated $210K.
One Capital Management first reported a position in lululemon athletica in Q3 2014 and held it in 15 quarters.
One Capital Management's lululemon athletica position peaked at $670K in Q4 2021.
1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on One Capital Management's 13F filing for Q1 2025, filed 14 May 2025.