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CA Family Wealth’s Lowe's Companies LOW Stock Holding History

CA Family Wealth’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
Q1 		$228K Sell
2,649
-1,934
-42% -$211K 0.24% 27
2019
Q4 		$549K Buy
+4,583
New +$524K 0.37% 15

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

CA Family Wealth's LOW Position: Q1 2020 in Review

CA Family Wealth reduced its Lowe's Companies (LOW) stake by 42% in Q1 2020, selling an estimated $211K and leaving 2,649 shares worth $228K. The position accounts for 0.24% of the portfolio, ranked #27.

CA Family Wealth first reported a position in LOW in Q4 2019 and has held it in 2 quarters since. The position peaked at $549K in Q4 2019. 1,612 funds tracked by Wall St. Rank hold LOW as of Q1 2020.

  • CA Family Wealth held 2,649 shares of Lowe's Companies worth $228K as of Q1 2020.
  • CA Family Wealth sold 1,934 Lowe's Companies shares in Q1 2020, an estimated $211K.
  • Lowe's Companies made up 0.24% of CA Family Wealth's portfolio in Q1 2020, its #27 holding.
  • CA Family Wealth first reported a position in Lowe's Companies in Q4 2019 and has held it in 2 quarters since.
  • CA Family Wealth's Lowe's Companies position peaked at $549K in Q4 2019.
  • 1,612 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.