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FMA Advisory’s Lowe's Companies LOW Stock Holding History

FMA 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
Q3 		$2.34M Sell
11,530
-175
-1% -$34.9K 0.87% 40
2021
Q2 		$2.27M Buy
11,705
+939
+9% +$184K 0.84% 46
2021
Q1 		$2.05M Sell
10,766
-337
-3% -$57.8K 0.63% 61
2020
Q4 		$1.78M Buy
11,103
+1,350
+14% +$219K 0.59% 58
2020
Q3 		$1.62M Buy
9,753
+20
+0.2% +$3.08K 0.64% 54
2020
Q2 		$1.31M Buy
9,733
+3,175
+48% +$363K 0.59% 59
2020
Q1 		$564K Buy
6,558
+4,527
+223% +$495K 0.31% 93
2019
Q4 		$243K Buy
2,031
+101
+5% +$11.5K 0.1% 146
2019
Q3 		$212K Buy
+1,930
New +$204K 0.09% 145
2018
Q3 		– Sell
-23,210
Closed -$2.22M – 154
2018
Q2 		$2.22M Sell
23,210
-179
-0.8% -$16.2K 1.04% 31
2018
Q1 		$2.05M Buy
23,389
+541
+2% +$51.2K 1% 33
2017
Q4 		$2.12M Buy
22,848
+827
+4% +$68.4K 1% 34
2017
Q3 		$1.76M Sell
22,021
-548
-2% -$42K 1.03% 33
2017
Q2 		$1.75K Sell
22,569
-620
-3% -$50.7K 0.9% 31
2017
Q1 		$1.91M Buy
+23,189
New +$1.77M 0.97% 36
2015
Q2 		$1.29M Buy
+19,240
New +$1.37M 0.81% 39
2014
Q4 		$1.85M Sell
26,876
-359
-1% -$21.5K 0.64% 59
2014
Q3 		$1.44M Sell
27,235
-764
-3% -$38.6K 0.53% 74
2014
Q2 		$1.34M Sell
27,999
-260
-0.9% -$12.1K 0.49% 82
2014
Q1 		$1.38M Sell
28,259
-160
-0.6% -$7.72K 0.54% 73
2013
Q4 		$1.41M Sell
28,419
-822
-3% -$39.9K 0.58% 69
2013
Q3 		$1.39M Sell
29,241
-39
-0.1% -$1.77K 0.56% 63
2013
Q2 		$1.2M Buy
+29,280
New +$1.18M 0.51% 70

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FMA Advisory's LOW Position: Q3 2021 in Review

FMA Advisory reduced its Lowe's Companies (LOW) stake by 1.5% in Q3 2021, selling an estimated $34.9K and leaving 11,530 shares worth $2.34M. The position accounts for 0.87% of the portfolio, ranked #40.

FMA Advisory first reported a position in LOW in Q2 2013 and has held it in 23 quarters since. 2,129 funds tracked by Wall St. Rank hold LOW as of Q3 2021.

  • FMA Advisory held 11,530 shares of Lowe's Companies worth $2.34M as of Q3 2021.
  • FMA Advisory sold 175 Lowe's Companies shares in Q3 2021, an estimated $34.9K.
  • Lowe's Companies made up 0.87% of FMA Advisory's portfolio in Q3 2021, its #40 holding.
  • FMA Advisory first reported a position in Lowe's Companies in Q2 2013 and has held it in 23 quarters since.
  • 2,129 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2021.

Based on FMA Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.