Waterloo Capital’s lululemon athletica LULU Stock Holding History

Waterloo Capital’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	-703	Closed	-$269K	–	406
2024 Q4	$269K	Buy	+703	New	+$230K	0.03%	308

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Waterloo Capital's LULU Position: Q1 2025 in Review

Waterloo Capital sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 703 shares — an estimated $269K sold.

Waterloo Capital first reported a position in LULU in Q4 2024 and held it in 1 quarter. The position peaked at $269K in Q4 2024. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

Waterloo Capital reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
Waterloo Capital sold 703 lululemon athletica shares in Q1 2025, an estimated $269K.
Waterloo Capital first reported a position in lululemon athletica in Q4 2024 and held it in 1 quarter.
Waterloo Capital's lululemon athletica position peaked at $269K in Q4 2024.
1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Waterloo Capital's 13F filing for Q1 2025, filed 12 May 2025.