Lululemon Athletica shares owned by UMA Financial Services
Quarter-by-quarter ownership of Lululemon Athletica (LULU) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Lululemon Athletica
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Quarterly reported holdings in Lululemon Athletica by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $140k | 784 | 177.93 |
| 2025-06-30 | $181k | 761 | 237.58 |
| 2025-03-31 | $216k | 764 | 283.06 |
| 2024-12-31 | $292k | 763 | 382.41 |
| 2024-09-30 | $219k | 761 | 287.48 |
| 2024-06-30 | $223k | 763 | 291.76 |
| 2024-03-31 | $258k | 761 | 338.98 |
| 2023-12-31 | $367k | 761 | 481.89 |
| 2023-09-30 | $284k | 761 | 372.64 |
| 2023-06-30 | $289k | 761 | 379.41 |
| 2023-03-31 | $282k | 761 | 370.12 |
| 2022-12-31 | $237k | 761 | 311.21 |
| 2022-09-30 | $239k | 771 | 309.99 |
| 2022-06-30 | $299k | 963 | 310.49 |
| 2022-03-31 | $351k | 963 | 364.49 |
| 2021-12-31 | $274k | 771 | 355.38 |
| 2021-09-30 | $317k | 786 | 403.31 |
| 2021-06-30 | $311k | 786 | 395.67 |
| 2021-03-31 | $301k | 1.0k | 299.20 |
| 2020-12-31 | $265k | 786 | 337.15 |
| 2020-09-30 | $256k | 811 | 315.66 |
| 2020-06-30 | $341k | 991 | 344.10 |
| 2020-03-31 | $255k | 1.2k | 212.50 |
| 2019-12-31 | $379k | 1.5k | 245.31 |
| 2019-09-30 | $343k | 1.5k | 222.01 |