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Sit Investment Associates’s lululemon athletica LULU Stock Holding History

Sit Investment Associates’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
-13,714
Closed -$3.88M – 535
2025
Q1 		$3.88M Hold
13,714
– – 0.09% 229
2024
Q4 		$5.24M Sell
13,714
-525
-4% -$171K 0.12% 199
2024
Q3 		$3.86M Sell
14,239
-3,950
-22% -$1.05M 0.09% 234
2024
Q2 		$5.43M Sell
18,189
-25
-0.1% -$8.36K 0.13% 191
2024
Q1 		$7.12M Buy
18,214
+918
+5% +$424K 0.16% 179
2023
Q4 		$8.84M Sell
17,296
-3,254
-16% -$1.41M 0.22% 143
2023
Q3 		$7.92M Hold
20,550
– – 0.22% 141
2023
Q2 		$7.78M Buy
20,550
+200
+1% +$73.8K 0.2% 146
2023
Q1 		$7.41M Sell
20,350
-301
-1% -$94.4K 0.2% 147
2022
Q4 		$6.62M Buy
20,651
+4,046
+24% +$1.33M 0.19% 161
2022
Q3 		$4.64M Hold
16,605
– – 0.14% 174
2022
Q2 		$4.53M Buy
+16,605
New +$5.32M 0.14% 178
2014
Q3 		– Sell
-88,995
Closed -$3.6M – 445
2014
Q2 		$3.6M Hold
88,995
– – 0.06% 243
2014
Q1 		$4.68M Sell
88,995
-5,700
-6% -$284K 0.08% 205
2013
Q4 		$5.59M Sell
94,695
-57,345
-38% -$3.94M 0.1% 183
2013
Q3 		$11.1M Buy
152,040
+5,895
+4% +$411K 0.21% 128
2013
Q2 		$9.57M Buy
+146,145
New +$10.6M 0.19% 129

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

Sit Investment Associates's LULU Position: Q2 2025 in Review

Sit Investment Associates sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 13,714 shares — an estimated $3.88M sold.

Sit Investment Associates first reported a position in LULU in Q2 2013 and held it in 17 quarters. The position peaked at $11.1M in Q3 2013. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Sit Investment Associates reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Sit Investment Associates sold 13,714 lululemon athletica shares in Q2 2025, an estimated $3.88M.
  • Sit Investment Associates first reported a position in lululemon athletica in Q2 2013 and held it in 17 quarters.
  • Sit Investment Associates's lululemon athletica position peaked at $11.1M in Q3 2013.
  • 1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Sit Investment Associates's 13F filing for Q2 2025, filed 14 Aug 2025.