Avalon Investment & Advisory’s Lowe's Companies LOW Stock Holding History

Avalon Investment & Advisory’s Portfolio LOW Stock Details LOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-2,180	Closed	-$423K	–	359
2021 Q2	$423K	Sell	2,180 -3,391	-61%	-$663K	0.01%	293
2021 Q1	$1.06M	Buy	5,571 +2,752	+98%	+$472K	0.02%	237
2020 Q4	$452K	Buy	2,819 +271	+11%	+$44K	0.01%	298
2020 Q3	$423K	Buy	2,548 +444	+21%	+$68.4K	0.01%	277
2020 Q2	$284K	Sell	2,104 -301	-13%	-$34.4K	0.01%	271
2020 Q1	$207K	Buy	2,405 +350	+17%	+$38.2K	0.01%	292
2019 Q4	$246K	Buy	2,055 +55	+3%	+$6.29K	0.01%	308
2019 Q3	$220K	Hold	2,000	–	–	﹤0.01%	293
2019 Q2	$202K	Hold	2,000	–	–	﹤0.01%	312
2019 Q1	$219K	Sell	2,000 -480	-19%	-$47.9K	0.01%	321
2018 Q4	$229K	Hold	2,480	–	–	0.01%	294
2018 Q3	$285K	Hold	2,480	–	–	0.01%	323
2018 Q2	$237K	Hold	2,480	–	–	0.01%	327
2018 Q1	$218K	Buy	2,480 +9	+0.4%	+$852	0.01%	339
2017 Q4	$230K	Buy	+2,471	New	+$204K	0.01%	343

Other funds holding LOW

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avalon Investment & Advisory's LOW Position: Q3 2021 in Review

Avalon Investment & Advisory sold out of Lowe's Companies (LOW) in Q3 2021, closing a stake of 2,180 shares — an estimated $423K sold.

Avalon Investment & Advisory first reported a position in LOW in Q4 2017 and held it in 15 quarters. The position peaked at $1.06M in Q1 2021. 2,129 funds tracked by Wall St. Rank hold LOW as of Q3 2021.

Avalon Investment & Advisory reported no remaining Lowe's Companies position as of Q3 2021 after selling out during the quarter.
Avalon Investment & Advisory sold 2,180 Lowe's Companies shares in Q3 2021, an estimated $423K.
Avalon Investment & Advisory first reported a position in Lowe's Companies in Q4 2017 and held it in 15 quarters.
Avalon Investment & Advisory's Lowe's Companies position peaked at $1.06M in Q1 2021.
2,129 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2021.

Based on Avalon Investment & Advisory's 13F filing for Q3 2021, filed 8 Nov 2021.