LULU β€” LULULEMON ATHLETICA INC

Ownership history in BURNEY CO/  Β·  3 quarters on record

AI Ownership Summary

BURNEY CO/ reported LULULEMON ATHLETICA INC (LULU) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.46% in 2025 Q1. The latest visible filing shows LULU at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LULU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BURNEY CO/'s position in LULULEMON ATHLETICA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

LULU was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BURNEY CO/ held LULU β€” position size vs. price
% of Fund (quarterly)    LULU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,702 -755 -30.7% 0.01% $303K 2025-10-16 $164.62
2025 Q2 REDUCED 2,457 -42,223 -94.5% 0.02% $584K 2025-08-05 $195.07
2025 Q1 INITIATED 44,680 β€” β€” 0.46% $12.6M 2025-05-06 $270.80

FAQ About BURNEY CO/ and LULU

These are the practical questions this page is built to answer before you even open the full history table.

How long has BURNEY CO/ reported owning LULU?

BURNEY CO/ reported LULU across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported LULU position in BURNEY CO/'s portfolio?

The largest reported portfolio weight for LULU was 0.46% in 2025 Q1.

What is the latest reported LULU position on this page?

The most recent filing on this page is 2025 Q3, when BURNEY CO/ reported 1,702 shares, equal to 0.01% of portfolio, with an estimated market value of $303K.

What does the chart on this LULU ownership page compare?

The chart compares BURNEY CO/'s quarterly LULU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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