Johnson Investment Counsel’s lululemon athletica LULU Stock Holding History

Johnson Investment Counsel’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
2025 Q1	–	Sell	-655	Closed	-$250K	–	828
2024 Q4	$250K	Buy	+655	New	+$214K	﹤0.01%	695
2024 Q3	–	Sell	-674	Closed	-$201K	–	821
2024 Q2	$201K	Sell	674 -4	-0.6%	-$1.34K	﹤0.01%	724
2024 Q1	$265K	Buy	678 +4	+0.6%	+$1.85K	﹤0.01%	640
2023 Q4	$345K	Sell	674 -6	-0.9%	-$2.59K	﹤0.01%	562
2023 Q3	$262K	Sell	680 -17	-2%	-$6.5K	﹤0.01%	583
2023 Q2	$264K	Buy	697 +10	+1%	+$3.69K	﹤0.01%	582
2023 Q1	$250K	Buy	687 +52	+8%	+$16.3K	﹤0.01%	584
2022 Q4	$203K	Buy	+635	New	+$209K	﹤0.01%	623
2022 Q1	–	Sell	-558	Closed	-$218K	–	686
2021 Q4	$218K	Hold	558	–	–	﹤0.01%	630
2021 Q3	$226K	Buy	+558	New	+$224K	﹤0.01%	599
2021 Q1	–	Sell	-646	Closed	-$225K	–	617
2020 Q4	$225K	Sell	646 -40	-6%	-$13.9K	﹤0.01%	543
2020 Q3	$226K	Hold	686	–	–	﹤0.01%	524
2020 Q2	$214K	Buy	+686	New	+$175K	﹤0.01%	538

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Johnson Investment Counsel's LULU Position: Q1 2025 in Review

Johnson Investment Counsel sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 655 shares — an estimated $250K sold.

Johnson Investment Counsel first reported a position in LULU in Q2 2020 and held it in 13 quarters. The position peaked at $345K in Q4 2023. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

Johnson Investment Counsel reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
Johnson Investment Counsel sold 655 lululemon athletica shares in Q1 2025, an estimated $250K.
Johnson Investment Counsel first reported a position in lululemon athletica in Q2 2020 and held it in 13 quarters.
Johnson Investment Counsel's lululemon athletica position peaked at $345K in Q4 2023.
1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Johnson Investment Counsel's 13F filing for Q1 2025, filed 21 Apr 2025.