Clear Perspective Advisors’s Lowe's Companies LOW Stock Holding History

Clear Perspective 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 Q4	$1.6M	Buy	6,175 +248	+4%	+$59K	0.48%	39
2021 Q3	$1.2M	Sell	5,927 -170	-3%	-$33.9K	0.41%	43
2021 Q2	$1.18M	Sell	6,097 -58	-0.9%	-$11.3K	0.41%	45
2021 Q1	$1.17M	Buy	6,155 +678	+12%	+$116K	0.46%	41
2020 Q4	$879K	Sell	5,477 -1,745	-24%	-$283K	0.36%	53
2020 Q3	$1.15K	Sell	7,222 -275	-4%	-$42.3K	0.54%	35
2020 Q2	$1.01M	Sell	7,497 -1,137	-13%	-$130K	0.55%	32
2020 Q1	$743K	Buy	8,634 +1,500	+21%	+$164K	0.5%	41
2019 Q4	$854K	Sell	7,134 -260	-4%	-$29.7K	0.53%	48
2019 Q3	$813K	Buy	7,394 +19	+0.3%	+$2.01K	0.37%	59
2019 Q2	$744K	Sell	7,375 -1,050	-12%	-$111K	0.48%	52
2019 Q1	$980K	Sell	8,425 -3,729	-31%	-$372K	0.7%	36
2018 Q4	$1.12M	Buy	12,154 +250	+2%	+$24.1K	0.93%	26
2018 Q3	$1.37M	Buy	11,904 +100	+0.8%	+$10.4K	1.01%	25
2018 Q2	$1.13M	Sell	11,804 -3,497	-23%	-$317K	0.79%	25
2018 Q1	$1.34M	Buy	15,301 +7	+0%	+$663	1%	23
2017 Q4	$1.42M	Buy	15,294 +1,182	+8%	+$97.7K	1.09%	18
2017 Q3	$1.13M	Sell	14,112 -1,100	-7%	-$84.2K	0.92%	23
2017 Q2	$1.18M	Sell	15,212 -585	-4%	-$47.8K	0.99%	27
2017 Q1	$1.3M	Sell	15,797 -4,263	-21%	-$326K	0.86%	25
2016 Q4	$1.43M	Buy	+20,060	New	+$1.42M	0.95%	23

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

Clear Perspective Advisors's LOW Position: Q4 2021 in Review

Clear Perspective Advisors increased its Lowe's Companies (LOW) stake by 4.2% in Q4 2021, buying an estimated $59K and bringing the position to 6,175 shares worth $1.6M. The position accounts for 0.48% of the portfolio, ranked #39.

Clear Perspective Advisors first reported a position in LOW in Q4 2016 and has held it in 21 quarters since. 2,411 funds tracked by Wall St. Rank hold LOW as of Q4 2021.

Clear Perspective Advisors held 6,175 shares of Lowe's Companies worth $1.6M as of Q4 2021.
Clear Perspective Advisors bought 248 Lowe's Companies shares in Q4 2021, an estimated $59K.
Lowe's Companies made up 0.48% of Clear Perspective Advisors's portfolio in Q4 2021, its #39 holding.
Clear Perspective Advisors first reported a position in Lowe's Companies in Q4 2016 and has held it in 21 quarters since.
2,411 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.