CSat Investment Advisory’s Lowe's Companies LOW Stock Holding History

CSat 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
2021 Q1	$7K	Buy	36 +4	+13%	+$686	0.01%	477
2020 Q4	$5K	Sell	32 -3,988	-99%	-$648K	﹤0.01%	478
2020 Q3	$666K	Buy	4,020 +348	+9%	+$53.6K	0.06%	156
2020 Q2	$496K	Buy	3,672 +345	+10%	+$39.4K	0.06%	185
2020 Q1	$286K	Buy	3,327 +1,240	+59%	+$135K	0.06%	198
2019 Q4	$250K	Buy	2,087 +626	+43%	+$71.6K	0.07%	204
2019 Q3	$160K	Buy	1,461 +147	+11%	+$15.5K	0.05%	241
2019 Q2	$133K	Buy	1,314 +1,276	+3,358%	+$135K	0.05%	247
2019 Q1	$4K	Buy	38 +2	+6%	+$200	﹤0.01%	520
2018 Q4	$3K	Buy	36 +15	+71%	+$1.45K	﹤0.01%	520
2018 Q3	$2K	Sell	21 -1,113	-98%	-$116K	﹤0.01%	528
2018 Q2	$108K	Buy	+1,134	New	+$103K	0.06%	149
2015 Q1	–	Sell	-226,510	Closed	-$15.6M	–	23
2014 Q4	$15.6M	Buy	226,510 +20,811	+10%	+$1.25M	6.48%	2
2014 Q3	$10.9M	Buy	205,699 +21,739	+12%	+$1.1M	4.55%	10
2014 Q2	$8.83M	Buy	183,960 +41,871	+29%	+$1.95M	4.4%	14
2014 Q1	$6.95M	Buy	+142,089	New	+$6.86M	3.56%	14

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

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

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

CSat Investment Advisory's LOW Position: Q1 2021 in Review

CSat Investment Advisory increased its Lowe's Companies (LOW) stake by 13% in Q1 2021, buying an estimated $686 and bringing the position to 36 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #477.

CSat Investment Advisory first reported a position in LOW in Q1 2014 and has held it in 16 quarters since. The position peaked at $15.6M in Q4 2014. 2,080 funds tracked by Wall St. Rank hold LOW as of Q1 2021.

CSat Investment Advisory held 36 shares of Lowe's Companies worth $7K as of Q1 2021.
CSat Investment Advisory bought 4 Lowe's Companies shares in Q1 2021, an estimated $686.
Lowe's Companies made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #477 holding.
CSat Investment Advisory first reported a position in Lowe's Companies in Q1 2014 and has held it in 16 quarters since.
CSat Investment Advisory's Lowe's Companies position peaked at $15.6M in Q4 2014.
2,080 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.