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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

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return