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Todd Asset Management’s lululemon athletica LULU Stock Holding History

Todd Asset Management’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
-89,018
Closed -$34M – 174
2024
Q4 		$34M Buy
+89,018
New +$29.1M 0.82% 55
2019
Q2 		– Sell
-19,200
Closed -$3.15M – 233
2019
Q1 		$3.15M Buy
+19,200
New +$2.8M 0.09% 150
2015
Q1 		– Sell
-74,900
Closed -$4.18M – 232
2014
Q4 		$4.18M Sell
74,900
-5,400
-7% -$246K 0.12% 150
2014
Q3 		$3.37M Hold
80,300
– – 0.1% 155
2014
Q2 		$3.25M Buy
+80,300
New +$3.66M 0.09% 168

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

Todd Asset Management's LULU Position: Q1 2025 in Review

Todd Asset Management sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 89,018 shares — an estimated $34M sold.

Todd Asset Management first reported a position in LULU in Q2 2014 and held it in 5 quarters. The position peaked at $34M in Q4 2024. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Todd Asset Management reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Todd Asset Management sold 89,018 lululemon athletica shares in Q1 2025, an estimated $34M.
  • Todd Asset Management first reported a position in lululemon athletica in Q2 2014 and held it in 5 quarters.
  • Todd Asset Management's lululemon athletica position peaked at $34M in Q4 2024.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Todd Asset Management's 13F filing for Q1 2025, filed 12 May 2025.