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Royal Fund Management’s lululemon athletica LULU Stock Holding History

Royal Fund 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
-9,610
Closed -$3.67M – 349
2024
Q4 		$3.67M Buy
9,610
+2,915
+44% +$952K 0.34% 91
2024
Q3 		$1.82M Buy
6,695
+59
+0.9% +$15.7K 0.11% 168
2024
Q2 		$1.98M Buy
6,636
+2,396
+57% +$801K 0.16% 128
2024
Q1 		$1.66M Buy
4,240
+194
+5% +$89.7K 0.16% 158
2023
Q4 		$2.07M Buy
4,046
+132
+3% +$57K 0.23% 125
2023
Q3 		$1.51M Buy
3,914
+53
+1% +$20.2K 0.2% 131
2023
Q2 		$1.46M Sell
3,861
-939
-20% -$346K 0.18% 129
2023
Q1 		$1.75M Sell
4,800
-87
-2% -$27.3K 0.25% 108
2022
Q4 		$1.57M Buy
4,887
+6
+0.1% +$1.97K 0.25% 103
2022
Q3 		$1.36M Buy
4,881
+589
+14% +$183K 0.25% 107
2022
Q2 		$1.17M Buy
4,292
+25
+0.6% +$8.01K 0.19% 113
2022
Q1 		$1.56M Buy
4,267
+71
+2% +$23.1K 0.23% 102
2021
Q4 		$1.64M Buy
4,196
+308
+8% +$132K 0.24% 106
2021
Q3 		$1.57M Buy
3,888
+416
+12% +$167K 0.23% 107
2021
Q2 		$1.27M Buy
3,472
+456
+15% +$150K 0.21% 108
2021
Q1 		$925K Buy
3,016
+762
+34% +$250K 0.17% 113
2020
Q4 		$784K Buy
2,254
+295
+15% +$102K 0.17% 109
2020
Q3 		$645K Buy
1,959
+67
+4% +$22.4K 0.17% 103
2020
Q2 		$590K Buy
1,892
+1,888
+47,200% +$483K 0.21% 90
2020
Q1 		$0 Buy
+4
New +$895 ﹤0.01% 667

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

Royal Fund Management's LULU Position: Q1 2025 in Review

Royal Fund Management sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 9,610 shares — an estimated $3.67M sold.

Royal Fund Management first reported a position in LULU in Q1 2020 and held it in 20 quarters. The position peaked at $3.67M in Q4 2024. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Royal Fund Management reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Royal Fund Management sold 9,610 lululemon athletica shares in Q1 2025, an estimated $3.67M.
  • Royal Fund Management first reported a position in lululemon athletica in Q1 2020 and held it in 20 quarters.
  • Royal Fund Management's lululemon athletica position peaked at $3.67M in Q4 2024.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

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