Jackson Wealth Management’s Lowe's Companies LOW Stock Holding History

Jackson Wealth Management’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	-14,440	Closed	-$1.74M	–	131
2019 Q4	$1.74M	Buy	14,440 +126	+0.9%	+$14.4K	0.29%	90
2019 Q3	$1.55M	Sell	14,314 -17,327	-55%	-$1.83M	0.32%	80
2019 Q2	$3.3M	Buy	31,641 +1,648	+5%	+$174K	0.72%	34
2019 Q1	$3.28M	Buy	29,993 +154	+0.5%	+$15.4K	0.8%	35
2018 Q4	$2.72M	Sell	29,839 -745	-2%	-$71.8K	0.81%	35
2018 Q3	$3.51M	Buy	30,584 +336	+1%	+$35K	0.74%	36
2018 Q2	$3M	Sell	30,248 -3,886	-11%	-$352K	0.7%	36
2018 Q1	$3.01M	Buy	34,134 +15,092	+79%	+$1.43M	0.84%	29
2017 Q4	$1.8M	Buy	19,042 +248	+1%	+$20.5K	0.46%	68
2017 Q3	$1.52M	Buy	18,794 +1,472	+8%	+$113K	0.41%	63
2017 Q2	$1.35M	Buy	+17,322	New	+$1.42M	0.43%	60

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

Jackson Wealth Management's LOW Position: Q1 2020 in Review

Jackson Wealth Management sold out of Lowe's Companies (LOW) in Q1 2020, closing a stake of 14,440 shares — an estimated $1.74M sold.

Jackson Wealth Management first reported a position in LOW in Q2 2017 and held it in 11 quarters. The position peaked at $3.51M in Q3 2018. 1,612 funds tracked by Wall St. Rank hold LOW as of Q1 2020.

Jackson Wealth Management reported no remaining Lowe's Companies position as of Q1 2020 after selling out during the quarter.
Jackson Wealth Management sold 14,440 Lowe's Companies shares in Q1 2020, an estimated $1.74M.
Jackson Wealth Management first reported a position in Lowe's Companies in Q2 2017 and held it in 11 quarters.
Jackson Wealth Management's Lowe's Companies position peaked at $3.51M in Q3 2018.
1,612 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2020.

Based on Jackson Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.