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Sovran Advisors’s lululemon athletica LULU Stock Holding History

Sovran 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
-988
Closed -$248K – 513
2025
Q1 		$248K Buy
988
+1
+0.1% +$367 0.03% 411
2024
Q4 		$384K Buy
+987
New +$322K 0.05% 303

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Sovran Advisors's LULU Position: Q2 2025 in Review

Sovran Advisors sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 988 shares — an estimated $248K sold.

Sovran Advisors first reported a position in LULU in Q4 2024 and held it in 2 quarters. The position peaked at $384K in Q4 2024. 1,050 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

  • Sovran Advisors reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
  • Sovran Advisors sold 988 lululemon athletica shares in Q2 2025, an estimated $248K.
  • Sovran Advisors first reported a position in lululemon athletica in Q4 2024 and held it in 2 quarters.
  • Sovran Advisors's lululemon athletica position peaked at $384K in Q4 2024.
  • 1,050 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Sovran Advisors's 13F filing for Q2 2025, filed 10 Jul 2025.