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Johanson Financial Advisors’s lululemon athletica LULU Stock Holding History

Johanson Financial Advisors’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
2020
Q1 		– Sell
-138,539
Closed -$598K – 179
2019
Q4 		$598K Buy
+138,539
New +$29.5M 0.03% 177

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Johanson Financial Advisors's LULU Position: Q1 2020 in Review

Johanson Financial Advisors sold out of lululemon athletica (LULU) in Q1 2020, closing a stake of 138,539 shares — an estimated $598K sold.

Johanson Financial Advisors first reported a position in LULU in Q4 2019 and held it in 1 quarter. The position peaked at $598K in Q4 2019. 711 funds tracked by Wall St. Rank hold LULU as of Q1 2020.

  • Johanson Financial Advisors reported no remaining lululemon athletica position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 138,539 lululemon athletica shares in Q1 2020, an estimated $598K.
  • Johanson Financial Advisors first reported a position in lululemon athletica in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's lululemon athletica position peaked at $598K in Q4 2019.
  • 711 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.