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

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Saturna Capital's LULU Position: Q2 2025 in Review

Saturna Capital sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 3,000 shares — an estimated $849K sold.

Saturna Capital first reported a position in LULU in Q1 2022 and held it in 13 quarters. The position peaked at $110M in Q4 2023. 1,050 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

Saturna Capital reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
Saturna Capital sold 3,000 lululemon athletica shares in Q2 2025, an estimated $849K.
Saturna Capital first reported a position in lululemon athletica in Q1 2022 and held it in 13 quarters.
Saturna Capital's lululemon athletica position peaked at $110M in Q4 2023.
1,050 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Saturna Capital's 13F filing for Q2 2025, filed 12 Aug 2025.