FormulaFolio Investments’s Lowe's Companies LOW Stock Holding History

FormulaFolio Investments’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 Q2	$19K	Buy	+100	New	+$19.6K	0.01%	191
2021 Q1	–	Sell	-27,145	Closed	-$4.66M	–	189
2020 Q4	$4.36M	Buy	27,145 +16,477	+154%	+$2.68M	0.09%	165
2020 Q3	$1.77M	Sell	10,668 -2,068	-16%	-$318K	0.07%	108
2020 Q2	$1.72M	Buy	12,736 +1,207	+10%	+$138K	0.07%	102
2020 Q1	$992K	Buy	11,529 +1,389	+14%	+$152K	0.05%	121
2019 Q4	$1.21M	Buy	10,140 +710	+8%	+$81.2K	0.04%	156
2019 Q3	$1.04M	Sell	9,430 -422	-4%	-$44.5K	0.04%	145
2019 Q2	$994K	Buy	9,852 +4,787	+95%	+$505K	0.04%	140
2019 Q1	$554K	Sell	5,065 -389	-7%	-$38.8K	0.02%	186
2018 Q4	$626K	Hold	5,454	–	–	0.03%	187
2018 Q3	$626K	Sell	5,454 -17,172	-76%	-$1.79M	0.03%	187
2018 Q2	$2.16M	Buy	22,626 +1,410	+7%	+$128K	0.1%	72
2018 Q1	$1.86M	Sell	21,216 -2,095	-9%	-$198K	0.11%	64
2017 Q4	$2.17M	Buy	23,311 +1,178	+5%	+$97.4K	0.14%	61
2017 Q3	$1.77M	Buy	22,133 +2,624	+13%	+$201K	0.14%	49
2017 Q2	$1.51M	Buy	19,509 +824	+4%	+$67.3K	0.14%	46
2017 Q1	$1.54M	Buy	18,685 +117	+0.6%	+$8.96K	0.17%	42
2016 Q4	$1.32M	Buy	18,568 +336	+2%	+$23.8K	0.18%	36
2016 Q3	$1.32M	Sell	18,232 -40	-0.2%	-$3.11K	0.2%	41
2016 Q2	$1.45M	Buy	18,272 +31	+0.2%	+$2.4K	0.25%	37
2016 Q1	$1.38M	Buy	18,241 +95	+0.5%	+$6.7K	0.24%	33
2015 Q4	$1.38M	Sell	18,146 -237	-1%	-$17.6K	0.35%	20
2015 Q3	$1.27M	Sell	18,383 -3,675	-17%	-$253K	0.4%	15
2015 Q2	$1.48M	Buy	22,058 +6,580	+43%	+$469K	0.41%	21
2015 Q1	$1.15M	Buy	+15,478	New	+$1.11M	0.36%	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

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

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

FormulaFolio Investments's LOW Position: Q2 2021 in Review

FormulaFolio Investments opened a new position in Lowe's Companies (LOW) in Q2 2021: 100 shares worth $19K. The stake represents 0.01% of the portfolio and ranks #191 among its holdings. This is a return to the name: FormulaFolio Investments previously reported a position in LOW as recently as Q4 2020.

FormulaFolio Investments first reported a position in LOW in Q1 2015 and has held it in 25 quarters since. The position peaked at $4.36M in Q4 2020. 2,109 funds tracked by Wall St. Rank hold LOW as of Q2 2021.

FormulaFolio Investments held 100 shares of Lowe's Companies worth $19K as of Q2 2021.
Lowe's Companies was a new FormulaFolio Investments position in Q2 2021.
Lowe's Companies made up 0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #191 holding.
FormulaFolio Investments first reported a position in Lowe's Companies in Q1 2015 and has held it in 25 quarters since.
FormulaFolio Investments's Lowe's Companies position peaked at $4.36M in Q4 2020.
2,109 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.