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Smith Anglin Financial’s lululemon athletica LULU Stock Holding History

Smith Anglin Financial’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
-851
Closed -$241K – 218
2025
Q1 		$241K Sell
851
-38
-4% -$13.9K 0.03% 178
2024
Q4 		$340K Hold
889
– – 0.03% 147
2024
Q3 		$241K Buy
889
+101
+13% +$26.8K 0.02% 173
2024
Q2 		$235K Buy
788
+100
+15% +$33.4K 0.02% 158
2024
Q1 		$269K Hold
688
– – 0.03% 146
2023
Q4 		$352K Sell
688
-62
-8% -$26.8K 0.04% 124
2023
Q3 		$289K Hold
750
– – 0.04% 135
2023
Q2 		$284K Sell
750
-371
-33% -$137K 0.03% 138
2023
Q1 		$408K Buy
+1,121
New +$351K 0.06% 104

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