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Sierra Ocean’s lululemon athletica LULU Stock Holding History

Sierra Ocean’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
Q3 		– Sell
-2
Closed -$475 – 557
2025
Q2 		$475 Sell
2
-6
-75% -$1.65K ﹤0.01% 1001
2025
Q1 		$2.26K Buy
8
+5
+167% +$1.83K ﹤0.01% 756
2024
Q4 		$1.15K Buy
+3
New +$979 ﹤0.01% 894

Other funds holding LULU

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sierra Ocean's LULU Position: Q3 2025 in Review

Sierra Ocean sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 2 shares — an estimated $475 sold.

Sierra Ocean first reported a position in LULU in Q4 2024 and held it in 3 quarters. The position peaked at $2.26K in Q1 2025. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • Sierra Ocean reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 2 lululemon athletica shares in Q3 2025, an estimated $475.
  • Sierra Ocean first reported a position in lululemon athletica in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's lululemon athletica position peaked at $2.26K in Q1 2025.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.