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Shulman DeMeo Asset Management’s lululemon athletica LULU Stock Holding History

Shulman DeMeo Asset Management’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
-580
Closed -$222K – 119
2024
Q4 		$222K Buy
+580
New +$189K 0.06% 107
2024
Q2 		– Sell
-584
Closed -$228K – 133
2024
Q1 		$228K Sell
584
-6
-1% -$2.77K 0.06% 118
2023
Q4 		$302K Buy
590
+11
+2% +$4.75K 0.09% 103
2023
Q3 		$223K Sell
579
-49
-8% -$18.7K 0.07% 111
2023
Q2 		$238K Sell
628
-16
-2% -$5.9K 0.07% 110
2023
Q1 		$235K Sell
644
-8
-1% -$2.51K 0.07% 112
2022
Q4 		$209K Buy
+652
New +$214K 0.07% 122
2022
Q2 		– Sell
-686
Closed -$251K – 141
2022
Q1 		$251K Buy
686
+91
+15% +$29.6K 0.07% 122
2021
Q4 		$233K Buy
595
+84
+16% +$35.9K 0.06% 129
2021
Q3 		$207K Buy
+511
New +$205K 0.18% 80

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

Shulman DeMeo Asset Management's LULU Position: Q1 2025 in Review

Shulman DeMeo Asset Management sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 580 shares — an estimated $222K sold.

Shulman DeMeo Asset Management first reported a position in LULU in Q3 2021 and held it in 10 quarters. The position peaked at $302K in Q4 2023. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Shulman DeMeo Asset Management reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Shulman DeMeo Asset Management sold 580 lululemon athletica shares in Q1 2025, an estimated $222K.
  • Shulman DeMeo Asset Management first reported a position in lululemon athletica in Q3 2021 and held it in 10 quarters.
  • Shulman DeMeo Asset Management's lululemon athletica position peaked at $302K in Q4 2023.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Shulman DeMeo Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.