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Simon Quick Advisors’s lululemon athletica LULU Stock Holding History

Simon Quick 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
Q2 		– Sell
-1,995
Closed -$565K – 509
2025
Q1 		$565K Buy
1,995
+1,011
+103% +$371K 0.03% 271
2024
Q4 		$376K Buy
984
+204
+26% +$66.6K 0.02% 308
2024
Q3 		$212K Sell
780
-448
-36% -$119K 0.01% 395
2024
Q2 		$367K Buy
1,228
+8
+0.7% +$2.67K 0.03% 258
2024
Q1 		$477K Buy
1,220
+24
+2% +$11.1K 0.04% 210
2023
Q4 		$612K Buy
1,196
+22
+2% +$9.51K 0.05% 154
2023
Q3 		$453K Buy
1,174
+500
+74% +$191K 0.04% 173
2023
Q2 		$255K Sell
674
-79
-10% -$29.1K 0.02% 237
2023
Q1 		$274K Buy
+753
New +$236K 0.03% 222
2022
Q2 		– Sell
-451
Closed -$165K – 304
2022
Q1 		$165K Sell
451
-194
-30% -$63.1K 0.05% 115
2021
Q4 		$252K Buy
645
+623
+2,832% +$266K 0.07% 102
2021
Q3 		$8K Sell
22
-94
-81% -$37.7K ﹤0.01% 359
2021
Q2 		$42K Hold
116
– – 0.01% 275
2021
Q1 		$35K Sell
116
-100
-46% -$32.8K 0.01% 306
2020
Q4 		$75K Buy
216
+116
+116% +$40.3K 0.02% 160
2020
Q3 		$33K Hold
100
– – 0.01% 245
2020
Q2 		$31K Sell
100
-60
-38% -$15.3K 0.01% 253
2020
Q1 		$30K Sell
160
-11
-6% -$2.46K 0.01% 243
2019
Q4 		$40K Buy
+171
New +$36.4K 0.01% 250
2019
Q3 		– Sell
-5
Closed -$901 – 460
2019
Q2 		$901 Buy
+5
New +$868 ﹤0.01% 419

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Simon Quick Advisors's LULU Position: Q2 2025 in Review

Simon Quick Advisors sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 1,995 shares — an estimated $565K sold.

Simon Quick Advisors first reported a position in LULU in Q2 2019 and held it in 20 quarters. The position peaked at $612K in Q4 2023. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Simon Quick Advisors reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 1,995 lululemon athletica shares in Q2 2025, an estimated $565K.
  • Simon Quick Advisors first reported a position in lululemon athletica in Q2 2019 and held it in 20 quarters.
  • Simon Quick Advisors's lululemon athletica position peaked at $612K in Q4 2023.
  • 1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.