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SCA
Sage Capital Advisors’s
lululemon athletica
LULU
Stock Holding History
Sage Capital Advisors’s Portfolio
LULU Stock Details
LULU Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-600
Closed
-$229K
–
140
2024
Q4
$229K
Buy
+600
New
+$196K
0.06%
130
2024
Q2
–
Sell
-620
Closed
-$242K
–
140
2024
Q1
$242K
Buy
620
+20
+3%
+$9.24K
0.07%
127
2023
Q4
$307K
Hold
600
–
–
0.1%
107
2023
Q3
$231K
Hold
600
–
–
0.08%
117
2023
Q2
$227K
Hold
600
–
–
0.08%
122
2023
Q1
$219K
Buy
+600
New
+$188K
0.08%
122
2022
Q2
–
Sell
-680
Closed
-$251K
–
112
2022
Q1
$251K
Hold
680
–
–
0.1%
94
2021
Q4
$225K
Buy
680
+10
+1%
+$4.27K
0.09%
98
2021
Q3
$271K
Hold
670
–
–
0.12%
93
2021
Q2
$257K
Hold
670
–
–
0.1%
97
2021
Q1
$205K
Hold
670
–
–
0.09%
98
2020
Q4
$227K
Hold
670
–
–
0.11%
97
2020
Q3
$221K
Hold
670
–
–
0.13%
90
2020
Q2
$209K
Buy
+670
New
+$171K
0.13%
91
2018
Q4
–
Sell
-1,340
Closed
-$218K
–
90
2018
Q3
$218K
Buy
+1,340
New
+$184K
0.14%
82
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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