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Johnson & White Wealth Management’s lululemon athletica LULU Stock Holding History

Johnson & White Wealth Management’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
2023
Q1 		– Sell
-2,270
Closed -$200K – 106
2022
Q4 		$200K Buy
+2,270
New +$747K 0.2% 76

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Johnson & White Wealth Management's LULU Position: Q1 2023 in Review

Johnson & White Wealth Management sold out of lululemon athletica (LULU) in Q1 2023, closing a stake of 2,270 shares — an estimated $200K sold.

Johnson & White Wealth Management first reported a position in LULU in Q4 2022 and held it in 1 quarter. The position peaked at $200K in Q4 2022. 1,060 funds tracked by Wall St. Rank hold LULU as of Q1 2023.

  • Johnson & White Wealth Management reported no remaining lululemon athletica position as of Q1 2023 after selling out during the quarter.
  • Johnson & White Wealth Management sold 2,270 lululemon athletica shares in Q1 2023, an estimated $200K.
  • Johnson & White Wealth Management first reported a position in lululemon athletica in Q4 2022 and held it in 1 quarter.
  • Johnson & White Wealth Management's lululemon athletica position peaked at $200K in Q4 2022.
  • 1,060 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2023.

Based on Johnson & White Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.