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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
2024
Q4 		– Sell
-2,000
Closed -$543K – 330
2024
Q3 		$543K Sell
2,000
-300
-13% -$79.6K 0.03% 247
2024
Q2 		$687K Buy
+2,300
New +$769K 0.06% 221
2023
Q2 		– Sell
-900
Closed -$328K – 290
2023
Q1 		$328K Hold
900
– – 0.05% 236
2022
Q4 		$288K Buy
900
+100
+13% +$32.9K 0.05% 216
2022
Q3 		$223K Buy
+800
New +$248K 0.04% 202

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.