PROFFITT & GOODSON INC LULU — LULULEMON ATHLETICA INC

Ownership history in PROFFITT & GOODSON INC  ·  6 quarters on record

AI Ownership Summary

PROFFITT & GOODSON INC reported LULULEMON ATHLETICA INC (LULU) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.14% in 2024 Q4. The latest visible filing shows LULU at 0.00% 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 PROFFITT & GOODSON INC'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 Q4

LULU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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.

LULU stock page PROFFITT & GOODSON INC fund profile PROFFITT & GOODSON INC full holdings
How PROFFITT & GOODSON INC held LULU — position size vs. price
% of Fund (quarterly)    LULU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 97.2% -26.3% ✅ 100 -3,475 -97.2% 0.00% $21K 2026-02-14 (Est.) $176.42
2025 Q3 ADDED — — — 3,575 +1,294 +56.7% 0.09% $636K 2025-10-21 $181.39
2025 Q2 ADDED — — — 2,281 +20 +0.9% 0.08% $542K 2025-07-23 $224.03
2025 Q1 ADDED — — — 2,261 +20 +0.9% 0.11% $640K 2025-04-29 $271.27
2024 Q4 ADDED — — — 2,241 +14 +0.6% 0.14% $857K 2025-02-05 $412.80
2024 Q3 INITIATED — — — 2,227 — — 0.10% $604K 2024-11-04 $318.13

🏢 Other funds also holding LULU

As of 2026 Q1 — sorted by position size

Leibman Financial Services, Inc. 2.24% AlpenGlobal Capital LLC 1.53% BENDER ROBERT & ASSOCIATES 3Y 7Y 1.5% FLOSSBACH VON STORCH SE 3Y 7Y 1.33% BRIGHT ROCK CAPITAL MANAGEMENT, LLC 3Y 7Y 1.21% Silverleafe Capital Partners, LLC 3Y 7Y 1.03% TILIA FIDUCIARY PARTNERS, INC. 3Y 0.94% RWWM, Inc. 3Y 7Y 0.82% ROCKLAND TRUST CO 3Y 7Y 0.64% Eaton Financial Holdings Company, LLC 3Y 0.63%

FAQ About PROFFITT & GOODSON INC and LULU

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

How long has PROFFITT & GOODSON INC reported owning LULU?

PROFFITT & GOODSON INC reported LULU across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported LULU position in PROFFITT & GOODSON INC's portfolio?

The largest reported portfolio weight for LULU was 0.14% in 2024 Q4.

What is the latest reported LULU position on this page?

The most recent filing on this page is 2025 Q4, when PROFFITT & GOODSON INC reported 100 shares, equal to 0.00% of portfolio, with an estimated market value of $21K.

What does the chart on this LULU ownership page compare?

The chart compares PROFFITT & GOODSON INC'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.

How well did PROFFITT & GOODSON INC time their LULU position?

Based on 13F filing dates vs. subsequent LULU price moves, PROFFITT & GOODSON INC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on LULU relative to SPY over the holding period was -45.8%.

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