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Prosperity Financial Group’s lululemon athletica LULU Stock Holding History

Prosperity Financial 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
Q1 		– Sell
-581
Closed -$222K – 184
2024
Q4 		$222K Buy
+581
New +$190K 0.11% 146
2024
Q3 		– Sell
-1,402
Closed -$419K – 162
2024
Q2 		$419K Buy
1,402
+77
+6% +$25.7K 0.26% 85
2024
Q1 		$518K Buy
1,325
+27
+2% +$12.5K 0.32% 77
2023
Q4 		$664K Buy
1,298
+120
+10% +$51.8K 0.46% 48
2023
Q3 		$454K Buy
1,178
+147
+14% +$56.2K 0.38% 59
2023
Q2 		$390K Buy
1,031
+356
+53% +$131K 0.34% 68
2023
Q1 		$246K Buy
675
+5
+0.7% +$1.57K 0.25% 85
2022
Q4 		$215K Buy
+670
New +$220K 0.23% 82

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Prosperity Financial Group's LULU Position: Q1 2025 in Review

Prosperity Financial Group sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 581 shares — an estimated $222K sold.

Prosperity Financial Group first reported a position in LULU in Q4 2022 and held it in 8 quarters. The position peaked at $664K in Q4 2023. 1,138 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Prosperity Financial Group reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Prosperity Financial Group sold 581 lululemon athletica shares in Q1 2025, an estimated $222K.
  • Prosperity Financial Group first reported a position in lululemon athletica in Q4 2022 and held it in 8 quarters.
  • Prosperity Financial Group's lululemon athletica position peaked at $664K in Q4 2023.
  • 1,138 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Prosperity Financial Group's 13F filing for Q1 2025, filed 15 May 2025.