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Sandy Spring Bank’s lululemon athletica LULU Stock Holding History

Sandy Spring Bank’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 		$379K Buy
1,340
+70
+6% +$25.7K 0.02% 310
2024
Q4 		$486K Sell
1,270
-9
-0.7% -$2.94K 0.02% 287
2024
Q3 		$347K Sell
1,279
-417
-25% -$111K 0.01% 319
2024
Q2 		$507K Buy
1,696
+219
+15% +$73.2K 0.02% 281
2024
Q1 		$577K Buy
1,477
+319
+28% +$147K 0.03% 273
2023
Q4 		$592K Sell
1,158
-25
-2% -$10.8K 0.03% 265
2023
Q3 		$456K Buy
1,183
+25
+2% +$9.55K 0.03% 268
2023
Q2 		$438K Buy
1,158
+533
+85% +$197K 0.02% 271
2023
Q1 		$228K Buy
625
+248
+66% +$77.8K 0.01% 327
2022
Q4 		$121K Hold
377
– – 0.01% 396
2022
Q3 		$105K Sell
377
-4
-1% -$1.24K 0.01% 405
2022
Q2 		$104K Buy
381
+54
+17% +$17.3K 0.01% 405
2022
Q1 		$120K Buy
327
+240
+276% +$78.1K 0.01% 398
2021
Q4 		$34K Hold
87
– – ﹤0.01% 656
2021
Q3 		$35K Hold
87
– – ﹤0.01% 639
2021
Q2 		$32K Sell
87
-450
-84% -$148K ﹤0.01% 673
2021
Q1 		$165K Hold
537
– – 0.01% 343
2020
Q4 		$186K Buy
537
+427
+388% +$148K 0.01% 322
2020
Q3 		$36K Sell
110
-5
-4% -$1.67K ﹤0.01% 514
2020
Q2 		$36K Sell
115
-35
-23% -$8.95K ﹤0.01% 508
2020
Q1 		$28K Buy
150
+100
+200% +$22.4K ﹤0.01% 523
2019
Q4 		$12K Hold
50
– – ﹤0.01% 695
2019
Q3 		$10K Hold
50
– – ﹤0.01% 723
2019
Q2 		$9K Hold
50
– – ﹤0.01% 724
2019
Q1 		$8K Hold
50
– – ﹤0.01% 687
2018
Q4 		$6K Buy
+50
New +$6.7K ﹤0.01% 708
2014
Q2 		– Sell
-100
Closed -$5K – 812
2014
Q1 		$5K Buy
+100
New +$4.99K ﹤0.01% 647

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

Sandy Spring Bank's LULU Position: Q1 2025 in Review

Sandy Spring Bank increased its lululemon athletica (LULU) stake by 5.5% in Q1 2025, buying an estimated $25.7K and bringing the position to 1,340 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #310.

Sandy Spring Bank first reported a position in LULU in Q1 2014 and has held it in 27 quarters since. The position peaked at $592K in Q4 2023. 1,136 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Sandy Spring Bank held 1,340 shares of lululemon athletica worth $379K as of Q1 2025.
  • Sandy Spring Bank bought 70 lululemon athletica shares in Q1 2025, an estimated $25.7K.
  • lululemon athletica made up 0.02% of Sandy Spring Bank's portfolio in Q1 2025, its #310 holding.
  • Sandy Spring Bank first reported a position in lululemon athletica in Q1 2014 and has held it in 27 quarters since.
  • Sandy Spring Bank's lululemon athletica position peaked at $592K in Q4 2023.
  • 1,136 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.