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Saturna Capital’s lululemon athletica LULU Stock Holding History

Saturna Capital’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
Q2 		– Sell
-3,000
Closed -$849K – 161
2025
Q1 		$849K Hold
3,000
– – 0.01% 104
2024
Q4 		$1.15M Sell
3,000
-2,069
-41% -$675K 0.02% 94
2024
Q3 		$1.38M Hold
5,069
– – 0.02% 93
2024
Q2 		$1.51M Sell
5,069
-230,135
-98% -$76.9M 0.02% 96
2024
Q1 		$91.9M Buy
235,204
+19,790
+9% +$9.15M 1.27% 30
2023
Q4 		$110M Buy
215,414
+240
+0.1% +$104K 1.72% 18
2023
Q3 		$83M Buy
215,174
+40
+0% +$15.3K 1.47% 25
2023
Q2 		$81.4M Hold
215,134
– – 1.41% 27
2023
Q1 		$78.3M Buy
215,134
+57,739
+37% +$18.1M 1.52% 24
2022
Q4 		$50.4M Buy
157,395
+47,550
+43% +$15.6M 1.08% 37
2022
Q3 		$30.7M Buy
109,845
+3,375
+3% +$1.05M 0.75% 46
2022
Q2 		$29M Buy
106,470
+2,000
+2% +$641K 0.69% 51
2022
Q1 		$38.2M Buy
+104,470
New +$34M 0.77% 46

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BlackRock
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State Street
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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return