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Berman Capital Advisors’s Lowe's Companies LOW Stock Holding History

Berman Capital Advisors’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 		$576K Buy
2,844
+143
+5% +$28.5K 0.09% 119
2021
Q2 		$523K Buy
2,701
+710
+36% +$139K 0.08% 115
2021
Q1 		$378K Buy
1,991
+183
+10% +$31.4K 0.08% 120
2020
Q4 		$290K Buy
1,808
+196
+12% +$31.8K 0.07% 127
2020
Q3 		$266K Buy
1,612
+131
+9% +$20.2K 0.08% 121
2020
Q2 		$199K Sell
1,481
-92
-6% -$10.5K 0.05% 145
2020
Q1 		$134K Buy
1,573
+323
+26% +$35.3K 0.04% 157
2019
Q4 		$149K Buy
1,250
+2
+0.2% +$229 0.04% 170
2019
Q3 		$137K Buy
1,248
+196
+19% +$20.7K 0.04% 172
2019
Q2 		$106K Sell
1,052
-123
-10% -$13K 0.03% 201
2019
Q1 		$128K Buy
1,175
+161
+16% +$16.1K 0.04% 165
2018
Q4 		$93K Buy
+1,014
New +$97.8K 0.04% 186

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's LOW Position: Q3 2021 in Review

Berman Capital Advisors increased its Lowe's Companies (LOW) stake by 5.3% in Q3 2021, buying an estimated $28.5K and bringing the position to 2,844 shares worth $576K. The position accounts for 0.09% of the portfolio, ranked #119.

Berman Capital Advisors first reported a position in LOW in Q4 2018 and has held it in 12 quarters since. 2,130 funds tracked by Wall St. Rank hold LOW as of Q3 2021.

  • Berman Capital Advisors held 2,844 shares of Lowe's Companies worth $576K as of Q3 2021.
  • Berman Capital Advisors bought 143 Lowe's Companies shares in Q3 2021, an estimated $28.5K.
  • Lowe's Companies made up 0.09% of Berman Capital Advisors's portfolio in Q3 2021, its #119 holding.
  • Berman Capital Advisors first reported a position in Lowe's Companies in Q4 2018 and has held it in 12 quarters since.
  • 2,130 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.