Kays Financial Advisory’s Lowe's Companies LOW Stock Holding History

Kays Financial 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
2020 Q3	$5.47M	Sell	32,990 -5,104	-13%	-$786K	0.88%	17
2020 Q2	$5.15M	Buy	38,094 +1,511	+4%	+$173K	0.9%	18
2020 Q1	$3.15M	Buy	36,583 +2,051	+6%	+$224K	0.65%	29
2019 Q4	$4.14M	Buy	34,532 +922	+3%	+$105K	0.73%	25
2019 Q3	$3.69M	Sell	33,610 -444	-1%	-$46.9K	0.68%	25
2019 Q2	$3.44M	Buy	34,054 +749	+2%	+$79K	0.63%	30
2019 Q1	$3.65M	Buy	33,305 +1,929	+6%	+$193K	0.71%	25
2018 Q4	$2.9M	Buy	31,376 +1,762	+6%	+$170K	0.66%	32
2018 Q3	$3.4M	Sell	29,614 -1,172	-4%	-$122K	0.72%	22
2018 Q2	$2.94M	Buy	30,786 +1,808	+6%	+$164K	0.64%	31
2018 Q1	$2.54M	Sell	28,978 -921	-3%	-$87.2K	0.58%	31
2017 Q4	$2.78M	Buy	29,899 +833	+3%	+$68.9K	0.81%	25
2017 Q3	$2.32M	Buy	29,066 +1,608	+6%	+$123K	0.74%	30
2017 Q2	$2.13M	Buy	27,458 +1,405	+5%	+$115K	0.72%	31
2017 Q1	$2.14M	Buy	26,053 +12,526	+93%	+$959K	0.76%	29
2016 Q4	$962K	Buy	+13,527	New	+$957K	0.37%	42

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kays Financial Advisory's LOW Position: Q3 2020 in Review

Kays Financial Advisory reduced its Lowe's Companies (LOW) stake by 13% in Q3 2020, selling an estimated $786K and leaving 32,990 shares worth $5.47M. The position accounts for 0.88% of the portfolio, ranked #17.

Kays Financial Advisory first reported a position in LOW in Q4 2016 and has held it in 16 quarters since. 1,910 funds tracked by Wall St. Rank hold LOW as of Q3 2020.

Kays Financial Advisory held 32,990 shares of Lowe's Companies worth $5.47M as of Q3 2020.
Kays Financial Advisory sold 5,104 Lowe's Companies shares in Q3 2020, an estimated $786K.
Lowe's Companies made up 0.88% of Kays Financial Advisory's portfolio in Q3 2020, its #17 holding.
Kays Financial Advisory first reported a position in Lowe's Companies in Q4 2016 and has held it in 16 quarters since.
1,910 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.