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Sheaff Brock Investment Advisors’s lululemon athletica LULU Stock Holding History

Sheaff Brock 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 		$593K Buy
2,095
+25
+1% +$9.17K 0.05% 236
2024
Q4 		$792K Sell
2,070
-75
-3% -$24.5K 0.07% 192
2024
Q3 		$582K Buy
2,145
+75
+4% +$19.9K 0.05% 237
2024
Q2 		$618K Sell
2,070
-133
-6% -$44.5K 0.06% 221
2024
Q1 		$860K Buy
2,203
+24
+1% +$11.1K 0.05% 211
2023
Q4 		$1.11M Buy
+2,179
New +$941K 0.09% 165
2023
Q2 		– Sell
-643
Closed -$234K – 516
2023
Q1 		$234K Sell
643
-40
-6% -$12.5K 0.02% 403
2022
Q4 		$219K Buy
+683
New +$225K 0.02% 401
2022
Q3 		– Sell
-736
Closed -$201K – 511
2022
Q2 		$201K Buy
736
+5
+0.7% +$1.6K 0.02% 426
2022
Q1 		$267K Sell
731
-80
-10% -$26K 0.02% 400
2021
Q4 		$317K Buy
811
+18
+2% +$7.69K 0.02% 364
2021
Q3 		$321K Sell
793
-35
-4% -$14K 0.02% 356
2021
Q2 		$302K Sell
828
-79
-9% -$26K 0.02% 365
2021
Q1 		$278K Buy
907
+7
+0.8% +$2.3K 0.02% 368
2020
Q4 		$313K Buy
900
+5
+0.6% +$1.74K 0.03% 325
2020
Q3 		$295K Buy
895
+30
+3% +$10K 0.03% 309
2020
Q2 		$270K Buy
+865
New +$221K 0.03% 325
2016
Q1 		– Sell
-6,200
Closed -$325K – 666
2015
Q4 		$325K Buy
+6,200
New +$312K 0.04% 390

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

Sheaff Brock Investment Advisors's LULU Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its lululemon athletica (LULU) stake by 1.2% in Q1 2025, buying an estimated $9.17K and bringing the position to 2,095 shares worth $593K. The position accounts for 0.05% of the portfolio, ranked #236.

Sheaff Brock Investment Advisors first reported a position in LULU in Q4 2015 and has held it in 18 quarters since. The position peaked at $1.11M in Q4 2023. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Sheaff Brock Investment Advisors held 2,095 shares of lululemon athletica worth $593K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 25 lululemon athletica shares in Q1 2025, an estimated $9.17K.
  • lululemon athletica made up 0.05% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #236 holding.
  • Sheaff Brock Investment Advisors first reported a position in lululemon athletica in Q4 2015 and has held it in 18 quarters since.
  • Sheaff Brock Investment Advisors's lululemon athletica position peaked at $1.11M in Q4 2023.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.