BWM
LOW icon

Bernicke Wealth Management’s Lowe's Companies LOW Stock Holding History

Bernicke Wealth Management’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
2020
Q2 		$1.02M Sell
7,532
-4,144
-35% -$473K 0.75% 15
2020
Q1 		$1M Buy
11,676
+417
+4% +$45.6K 0.61% 26
2019
Q4 		$1.35M Buy
11,259
+145
+1% +$16.6K 0.75% 10
2019
Q3 		$1.22M Buy
11,114
+1,016
+10% +$107K 0.71% 12
2019
Q2 		$1.02M Buy
10,098
+586
+6% +$61.8K 0.61% 17
2019
Q1 		$1.04M Buy
9,512
+359
+4% +$35.8K 0.65% 17
2018
Q4 		$845K Buy
9,153
+498
+6% +$48K 0.58% 20
2018
Q3 		$994K Buy
8,655
+581
+7% +$60.5K 0.66% 16
2018
Q2 		$772K Buy
8,074
+1,278
+19% +$116K 0.54% 18
2018
Q1 		$596K Sell
6,796
-107
-2% -$10.1K 0.43% 32
2017
Q4 		$642K Buy
6,903
+555
+9% +$45.9K 0.48% 30
2017
Q3 		$507K Buy
6,348
+1,009
+19% +$77.3K 0.4% 36
2017
Q2 		$414K Buy
5,339
+1,934
+57% +$158K 0.33% 41
2017
Q1 		$280K Buy
+3,405
New +$261K 0.23% 38

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bernicke Wealth Management's LOW Position: Q2 2020 in Review

Bernicke Wealth Management reduced its Lowe's Companies (LOW) stake by 35% in Q2 2020, selling an estimated $473K and leaving 7,532 shares worth $1.02M. The position accounts for 0.75% of the portfolio, ranked #15.

Bernicke Wealth Management first reported a position in LOW in Q1 2017 and has held it in 14 quarters since. The position peaked at $1.35M in Q4 2019. 1,815 funds tracked by Wall St. Rank hold LOW as of Q2 2020.

  • Bernicke Wealth Management held 7,532 shares of Lowe's Companies worth $1.02M as of Q2 2020.
  • Bernicke Wealth Management sold 4,144 Lowe's Companies shares in Q2 2020, an estimated $473K.
  • Lowe's Companies made up 0.75% of Bernicke Wealth Management's portfolio in Q2 2020, its #15 holding.
  • Bernicke Wealth Management first reported a position in Lowe's Companies in Q1 2017 and has held it in 14 quarters since.
  • Bernicke Wealth Management's Lowe's Companies position peaked at $1.35M in Q4 2019.
  • 1,815 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2020.

Based on Bernicke Wealth Management's 13F filing for Q2 2020, filed 19 Aug 2020.