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Warther Private Wealth’s lululemon athletica LULU Stock Holding History

Warther Private Wealth’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
-19,669
Closed -$7.52M – 82
2024
Q4 		$7.52M Sell
19,669
-2,743
-12% -$896K 2.53% 19
2024
Q3 		$6.08M Buy
+22,412
New +$5.95M 2.13% 19

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Warther Private Wealth's LULU Position: Q1 2025 in Review

Warther Private Wealth sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 19,669 shares — an estimated $7.52M sold.

Warther Private Wealth first reported a position in LULU in Q3 2024 and held it in 2 quarters. The position peaked at $7.52M in Q4 2024. 1,137 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • Warther Private Wealth reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • Warther Private Wealth sold 19,669 lululemon athletica shares in Q1 2025, an estimated $7.52M.
  • Warther Private Wealth first reported a position in lululemon athletica in Q3 2024 and held it in 2 quarters.
  • Warther Private Wealth's lululemon athletica position peaked at $7.52M in Q4 2024.
  • 1,137 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Warther Private Wealth's 13F filing for Q1 2025, filed 17 Apr 2025.