PCS
LULU icon

Personal CFO Solutions’s lululemon athletica LULU Stock Holding History

Personal CFO Solutions’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
-772
Closed -$295K – 479
2024
Q4 		$295K Buy
+772
New +$252K 0.06% 331
2024
Q2 		– Sell
-880
Closed -$344K – 581
2024
Q1 		$344K Buy
880
+9
+1% +$4.16K 0.05% 358
2023
Q4 		$445K Sell
871
-41
-4% -$17.7K 0.08% 256
2023
Q3 		$352K Sell
912
-21
-2% -$8.02K 0.07% 289
2023
Q2 		$353K Sell
933
-16
-2% -$5.9K 0.07% 293
2023
Q1 		$346K Sell
949
-1,416
-60% -$444K 0.07% 270
2022
Q4 		$758K Sell
2,365
-1,100
-32% -$362K 0.16% 121
2022
Q3 		$969K Buy
3,465
+5
+0.1% +$1.55K 0.24% 76
2022
Q2 		$943K Sell
3,460
-109
-3% -$34.9K 0.22% 77
2022
Q1 		$1.3M Buy
3,569
+282
+9% +$91.8K 0.26% 75
2021
Q4 		$1.29M Sell
3,287
-43
-1% -$18.4K 0.24% 83
2021
Q3 		$1.35M Buy
3,330
+88
+3% +$35.2K 0.28% 73
2021
Q2 		$1.18M Sell
3,242
-383
-11% -$126K 0.24% 79
2021
Q1 		$1.11M Sell
3,625
-184
-5% -$60.4K 0.24% 79
2020
Q4 		$1.33M Buy
3,809
+597
+19% +$207K 0.33% 64
2020
Q3 		$1K Sell
3,212
-1,936
-38% -$646K 0.33% 96
2020
Q2 		$1.61M Buy
5,148
+2,221
+76% +$568K 0.48% 50
2020
Q1 		$555K Buy
2,927
+313
+12% +$70K 0.2% 107
2019
Q4 		$604K Buy
+2,614
New +$557K 0.17% 122

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

Personal CFO Solutions's LULU Position: Q1 2025 in Review

Personal CFO Solutions sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 772 shares — an estimated $295K sold.

Personal CFO Solutions first reported a position in LULU in Q4 2019 and held it in 19 quarters. The position peaked at $1.61M in Q2 2020. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Personal CFO Solutions reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 772 lululemon athletica shares in Q1 2025, an estimated $295K.
  • Personal CFO Solutions first reported a position in lululemon athletica in Q4 2019 and held it in 19 quarters.
  • Personal CFO Solutions's lululemon athletica position peaked at $1.61M in Q2 2020.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Personal CFO Solutions's 13F filing for Q1 2025, filed 30 Apr 2025.