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	0.73%	22
2018 Q2	$2.94M	Buy	30,786 +1,808	+6%	+$164K	0.65%	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 $5.7T AUM 30.48% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return