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Summit Global Investments’s lululemon athletica LULU Stock Holding History

Summit Global Investments’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
2024
Q4 		– Sell
-9,546
Closed -$2.59M – 600
2024
Q3 		$2.59M Buy
9,546
+5,767
+153% +$1.53M 0.17% 110
2024
Q2 		$1.13M Buy
+3,779
New +$1.26M 0.08% 220
2022
Q1 		– Sell
-26,268
Closed -$10.3M – 522
2021
Q4 		$10.3M Buy
26,268
+1,941
+8% +$829K 0.66% 35
2021
Q3 		$9.85M Sell
24,327
-22,286
-48% -$8.93M 0.74% 34
2021
Q2 		$17M Buy
46,613
+1,072
+2% +$353K 1.02% 14
2021
Q1 		$14M Buy
45,541
+16,869
+59% +$5.54M 0.9% 25
2020
Q4 		$9.98M Buy
+28,672
New +$9.96M 1% 28
2020
Q1 		– Sell
-3,201
Closed -$742K – 262
2019
Q4 		$742K Buy
3,201
+206
+7% +$43.9K 0.08% 240
2019
Q3 		$577K Buy
2,995
+169
+6% +$31.6K 0.07% 258
2019
Q2 		$509K Buy
2,826
+280
+11% +$48.6K 0.06% 267
2019
Q1 		$417K Sell
2,546
-2,310
-48% -$337K 0.05% 259
2018
Q4 		$591K Sell
4,856
-52,102
-91% -$6.99M 0.09% 222
2018
Q3 		$9.26M Sell
56,958
-198
-0.3% -$27.1K 1.24% 24
2018
Q2 		$7.14M Buy
+57,156
New +$6.1M 1.08% 29

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Summit Global Investments's LULU Position: Q4 2024 in Review

Summit Global Investments sold out of lululemon athletica (LULU) in Q4 2024, closing a stake of 9,546 shares — an estimated $2.59M sold.

Summit Global Investments first reported a position in LULU in Q2 2018 and held it in 14 quarters. The position peaked at $17M in Q2 2021. 1,234 funds tracked by Wall St. Rank hold LULU as of Q4 2024.

  • Summit Global Investments reported no remaining lululemon athletica position as of Q4 2024 after selling out during the quarter.
  • Summit Global Investments sold 9,546 lululemon athletica shares in Q4 2024, an estimated $2.59M.
  • Summit Global Investments first reported a position in lululemon athletica in Q2 2018 and held it in 14 quarters.
  • Summit Global Investments's lululemon athletica position peaked at $17M in Q2 2021.
  • 1,234 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.