Lenox Wealth Management’s Lowe's Companies LOW Stock Holding History

Lenox Wealth Management’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 Q2	$95K	Buy	710 +450	+173%	+$51.4K	0.03%	206
2020 Q1	$22K	Sell	260 -130	-33%	-$14.2K	0.01%	320
2019 Q4	$47K	Hold	390	–	–	0.01%	275
2019 Q3	$42K	Sell	390 -50	-11%	-$5.28K	0.01%	282
2019 Q2	$44K	Hold	440	–	–	0.01%	260
2019 Q1	$48K	Buy	440 +210	+91%	+$21K	0.02%	244
2018 Q4	$21K	Buy	230 +130	+130%	+$12.5K	0.01%	285
2018 Q3	$11K	Hold	100	–	–	﹤0.01%	402
2018 Q2	$10K	Hold	100	–	–	﹤0.01%	367
2018 Q1	$8K	Hold	100	–	–	﹤0.01%	374
2017 Q4	$9K	Hold	100	–	–	﹤0.01%	397
2017 Q3	$7K	Hold	100	–	–	﹤0.01%	426
2017 Q2	$8K	Buy	+100	New	+$8.17K	﹤0.01%	398

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lenox Wealth Management's LOW Position: Q2 2020 in Review

Lenox Wealth Management increased its Lowe's Companies (LOW) stake by 173% in Q2 2020, buying an estimated $51.4K and bringing the position to 710 shares worth $95K. The position accounts for 0.03% of the portfolio, ranked #206.

Lenox Wealth Management first reported a position in LOW in Q2 2017 and has held it in 13 quarters since. 1,814 funds tracked by Wall St. Rank hold LOW as of Q2 2020.

Lenox Wealth Management held 710 shares of Lowe's Companies worth $95K as of Q2 2020.
Lenox Wealth Management bought 450 Lowe's Companies shares in Q2 2020, an estimated $51.4K.
Lowe's Companies made up 0.03% of Lenox Wealth Management's portfolio in Q2 2020, its #206 holding.
Lenox Wealth Management first reported a position in Lowe's Companies in Q2 2017 and has held it in 13 quarters since.
1,814 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.