Yarbrough Capital’s lululemon athletica LULU Stock Holding History

Yarbrough 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 Q2	–	Sell	-947	Closed	-$268K	–	181
2025 Q1	$268K	Hold	947	–	–	0.01%	178
2024 Q4	$362K	Sell	947 -1,214	-56%	-$396K	0.01%	150
2024 Q3	$586K	Sell	2,161 -733	-25%	-$195K	0.02%	124
2024 Q2	$864K	Sell	2,894 -367	-11%	-$123K	0.04%	97
2024 Q1	$1.27M	Hold	3,261	–	–	0.06%	84
2023 Q4	$1.67M	Hold	3,261	–	–	0.09%	79
2023 Q3	$1.26M	Buy	3,261 +375	+13%	+$143K	0.07%	84
2023 Q2	$1.09M	Buy	2,886 +947	+49%	+$349K	0.06%	89
2023 Q1	$706K	Buy	1,939 +852	+78%	+$267K	0.06%	107
2022 Q4	$348K	Hold	1,087	–	–	0.03%	128
2022 Q3	$304K	Hold	1,087	–	–	0.02%	155
2022 Q2	$296K	Hold	1,087	–	–	0.02%	149
2022 Q1	$397K	Hold	1,087	–	–	0.02%	166
2021 Q4	$426K	Buy	+1,087	New	+$465K	0.02%	152

Other funds holding LULU

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

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

BlackRock New York $5.72T AUM 30.48% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Yarbrough Capital's LULU Position: Q2 2025 in Review

Yarbrough Capital sold out of lululemon athletica (LULU) in Q2 2025, closing a stake of 947 shares — an estimated $268K sold.

Yarbrough Capital first reported a position in LULU in Q4 2021 and held it in 14 quarters. The position peaked at $1.67M in Q4 2023. 1,049 funds tracked by Wall St. Rank hold LULU as of Q2 2025.

Yarbrough Capital reported no remaining lululemon athletica position as of Q2 2025 after selling out during the quarter.
Yarbrough Capital sold 947 lululemon athletica shares in Q2 2025, an estimated $268K.
Yarbrough Capital first reported a position in lululemon athletica in Q4 2021 and held it in 14 quarters.
Yarbrough Capital's lululemon athletica position peaked at $1.67M in Q4 2023.
1,049 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2025.

Based on Yarbrough Capital's 13F filing for Q2 2025, filed 15 Jul 2025.