Summit Trail Advisors’s lululemon athletica LULU Stock Holding History

Summit Trail Advisors’s Portfolio LULU Stock Details LULU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$767K	Buy
2025 Q2	$519K	Buy
2024 Q2	–	Sell
2024 Q1	$203K	Buy
2023 Q4	–	Sell
2023 Q3	$228K	Buy
2022 Q1	–	Sell
2021 Q4	$1.03M	Buy
2018 Q1	–	Sell
2017 Q4	$7K	Buy