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	$116K	Hold	700	–	–	0.02%	89
2020 Q2	$95K	Hold	700	–	–	0.02%	86
2020 Q1	$60K	Buy	+700	New	+$76.5K	0.01%	84
2019 Q1	–	Sell	-700	Closed	-$65K	–	132
2018 Q4	$65K	Buy	+700	New	+$67.5K	0.01%	103
2018 Q1	–	Sell	-2,900	Closed	-$269K	–	83
2017 Q4	$269K	Hold	2,900	–	–	0.08%	75
2017 Q3	$232K	Buy	+2,900	New	+$222K	0.07%	74

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

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

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

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. 1,911 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.
1,911 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.