Lee Financial Group Hawaii’s Lowe's Companies LOW Stock Holding History

Lee Financial Group Hawaii’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	-64,314	Closed	-$7.7M	–	27
2019 Q4	$7.7M	Sell	64,314 -602	-0.9%	-$68.8K	6.08%	5
2019 Q3	$7.14M	Buy	64,916 +1,363	+2%	+$144K	6.37%	5
2019 Q2	$6.41M	Sell	63,553 -216	-0.3%	-$22.8K	5.48%	5
2019 Q1	$6.98M	Buy	63,769 +746	+1%	+$74.5K	6.5%	4
2018 Q4	$5.82M	Sell	63,023 -954	-1%	-$92K	6.25%	4
2018 Q3	$7.35M	Sell	63,977 -254	-0.4%	-$26.5K	6.54%	4
2018 Q2	$6.14M	Buy	64,231 +1,669	+3%	+$151K	5.68%	4
2018 Q1	$5.49M	Buy	62,562 +3,115	+5%	+$295K	5.29%	5
2017 Q4	$5.53M	Buy	+59,447	New	+$4.91M	5.13%	4

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

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

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

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

Lee Financial Group Hawaii's LOW Position: Q1 2020 in Review

Lee Financial Group Hawaii sold out of Lowe's Companies (LOW) in Q1 2020, closing a stake of 64,314 shares — an estimated $7.7M sold.

Lee Financial Group Hawaii first reported a position in LOW in Q4 2017 and held it in 9 quarters. The position peaked at $7.7M in Q4 2019. 1,611 funds tracked by Wall St. Rank hold LOW as of Q1 2020.

Lee Financial Group Hawaii reported no remaining Lowe's Companies position as of Q1 2020 after selling out during the quarter.
Lee Financial Group Hawaii sold 64,314 Lowe's Companies shares in Q1 2020, an estimated $7.7M.
Lee Financial Group Hawaii first reported a position in Lowe's Companies in Q4 2017 and held it in 9 quarters.
Lee Financial Group Hawaii's Lowe's Companies position peaked at $7.7M in Q4 2019.
1,611 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2020.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2020, filed 4 May 2020.