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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
-598
Closed -$139K – 179
2019
Q4 		$139K Buy
+598
New +$127K 0.06% 118

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 598 shares — an estimated $139K sold.

Johanson Financial Advisors first reported a position in LULU in Q4 2019 and held it in 1 quarter. The position peaked at $139K in Q4 2019. 713 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 598 lululemon athletica shares in Q1 2020, an estimated $139K.
  • 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 $139K in Q4 2019.
  • 713 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.