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Secured Retirement Advisors’s lululemon athletica LULU Stock Holding History

Secured Retirement 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 		– Sell
-4,224
Closed -$1.62M – 147
2024
Q4 		$1.62M Buy
4,224
+69
+2% +$22.5K 0.93% 42
2024
Q3 		$1.13M Buy
4,155
+1,585
+62% +$421K 0.81% 47
2024
Q2 		$768K Buy
+2,570
New +$859K 0.6% 57

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

Secured Retirement Advisors's LULU Position: Q1 2025 in Review

Secured Retirement Advisors sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 4,224 shares — an estimated $1.62M sold.

Secured Retirement Advisors first reported a position in LULU in Q2 2024 and held it in 3 quarters. The position peaked at $1.62M in Q4 2024. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Secured Retirement Advisors reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 4,224 lululemon athletica shares in Q1 2025, an estimated $1.62M.
  • Secured Retirement Advisors first reported a position in lululemon athletica in Q2 2024 and held it in 3 quarters.
  • Secured Retirement Advisors's lululemon athletica position peaked at $1.62M in Q4 2024.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

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