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Schechter Investment Advisors’s lululemon athletica LULU Stock Holding History

Schechter Investment Advisors’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 		$204K Sell
719
-964
-57% -$354K 0.02% 551
2024
Q4 		$644K Buy
1,683
+97
+6% +$31.7K 0.05% 332
2024
Q3 		$430K Sell
1,586
-253
-14% -$67.1K 0.03% 428
2024
Q2 		$549K Sell
1,839
-496
-21% -$166K 0.04% 351
2024
Q1 		$912K Sell
2,335
-87
-4% -$40.2K 0.07% 260
2023
Q4 		$1.24M Sell
2,422
-62
-2% -$26.8K 0.11% 188
2023
Q3 		$958K Buy
2,484
+206
+9% +$78.7K 0.09% 230
2023
Q2 		$862K Buy
2,278
+108
+5% +$39.8K 0.08% 269
2023
Q1 		$790K Buy
2,170
+176
+9% +$55.2K 0.07% 305
2022
Q4 		$639K Buy
1,994
+944
+90% +$310K 0.06% 427
2022
Q3 		$293K Buy
1,050
+6
+0.6% +$1.86K 0.03% 711
2022
Q2 		$284K Buy
1,044
+105
+11% +$33.6K 0.03% 728
2022
Q1 		$343K Buy
+939
New +$306K 0.03% 653

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

Schechter Investment Advisors's LULU Position: Q1 2025 in Review

Schechter Investment Advisors reduced its lululemon athletica (LULU) stake by 57% in Q1 2025, selling an estimated $354K and leaving 719 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #551.

Schechter Investment Advisors first reported a position in LULU in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.24M in Q4 2023. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Schechter Investment Advisors held 719 shares of lululemon athletica worth $204K as of Q1 2025.
  • Schechter Investment Advisors sold 964 lululemon athletica shares in Q1 2025, an estimated $354K.
  • lululemon athletica made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #551 holding.
  • Schechter Investment Advisors first reported a position in lululemon athletica in Q1 2022 and has held it in 13 quarters since.
  • Schechter Investment Advisors's lululemon athletica position peaked at $1.24M in Q4 2023.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.