Charles Schwab Investment Advisory’s Lowe's Companies LOW Stock Holding History

Charles Schwab 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
2020 Q1	–	Sell	-2,853,176	Closed	-$342M	–	116
2019 Q4	$342M	Buy	2,853,176 +34,685	+1%	+$3.97M	0.48%	61
2019 Q3	$310M	Buy	2,818,491 +43,736	+2%	+$4.62M	0.48%	62
2019 Q2	$280M	Buy	2,774,755 +24,952	+0.9%	+$2.63M	0.45%	69
2019 Q1	$301M	Sell	2,749,803 -6,567	-0.2%	-$655K	0.51%	56
2018 Q4	$255M	Sell	2,756,370 -5,990	-0.2%	-$578K	0.48%	62
2018 Q3	$317M	Sell	2,762,360 -26,587	-1%	-$2.77M	0.55%	52
2018 Q2	$267M	Buy	+2,788,947	New	+$252M	0.49%	62

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Charles Schwab Investment Advisory's LOW Position: Q1 2020 in Review

Charles Schwab Investment Advisory sold out of Lowe's Companies (LOW) in Q1 2020, closing a stake of 2,853,176 shares — an estimated $342M sold.

Charles Schwab Investment Advisory first reported a position in LOW in Q2 2018 and held it in 7 quarters. The position peaked at $342M in Q4 2019. 1,612 funds tracked by Wall St. Rank hold LOW as of Q1 2020.

Charles Schwab Investment Advisory reported no remaining Lowe's Companies position as of Q1 2020 after selling out during the quarter.
Charles Schwab Investment Advisory sold 2,853,176 Lowe's Companies shares in Q1 2020, an estimated $342M.
Charles Schwab Investment Advisory first reported a position in Lowe's Companies in Q2 2018 and held it in 7 quarters.
Charles Schwab Investment Advisory's Lowe's Companies position peaked at $342M in Q4 2019.
1,612 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2020.

Based on Charles Schwab Investment Advisory's 13F filing for Q1 2020, filed 15 May 2020.