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Stonegate Investment Group’s lululemon athletica LULU Stock Holding History

Stonegate Investment Group’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
Q1 		– Sell
-743
Closed -$284K – 414
2024
Q4 		$284K Buy
+743
New +$243K 0.01% 269
2024
Q2 		– Sell
-517
Closed -$202K – 398
2024
Q1 		$202K Hold
517
– – 0.01% 315
2023
Q4 		$264K Buy
+517
New +$223K 0.01% 265

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Stonegate Investment Group's LULU Position: Q1 2025 in Review

Stonegate Investment Group sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 743 shares — an estimated $284K sold.

Stonegate Investment Group first reported a position in LULU in Q4 2023 and held it in 3 quarters. The position peaked at $284K in Q4 2024. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Stonegate Investment Group reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Stonegate Investment Group sold 743 lululemon athletica shares in Q1 2025, an estimated $284K.
  • Stonegate Investment Group first reported a position in lululemon athletica in Q4 2023 and held it in 3 quarters.
  • Stonegate Investment Group's lululemon athletica position peaked at $284K in Q4 2024.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Stonegate Investment Group's 13F filing for Q1 2025, filed 22 Apr 2025.