LifePlan Financial Group’s Lowe's Companies LOW Stock Holding History

LifePlan Financial Group’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	$1K	Hold	9	–	–	﹤0.01%	547
2020 Q2	$1K	Hold	9	–	–	﹤0.01%	553
2020 Q1	$1K	Hold	9	–	–	﹤0.01%	529
2019 Q4	$1K	Hold	9	–	–	﹤0.01%	531
2019 Q3	$1K	Hold	9	–	–	﹤0.01%	526
2019 Q2	$1K	Hold	9	–	–	﹤0.01%	525
2019 Q1	$1K	Sell	9 -34	-79%	-$3.39K	﹤0.01%	529
2018 Q4	$4K	Hold	43	–	–	﹤0.01%	461
2018 Q3	$5K	Hold	43	–	–	﹤0.01%	445
2018 Q2	$4K	Hold	43	–	–	﹤0.01%	442
2018 Q1	$4K	Buy	+43	New	+$4.07K	﹤0.01%	432

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

LifePlan Financial Group's LOW Position: Q3 2020 in Review

LifePlan Financial Group held its Lowe's Companies (LOW) position steady in Q3 2020 at 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

LifePlan Financial Group first reported a position in LOW in Q1 2018 and has held it in 11 quarters since. The position peaked at $5K in Q3 2018. 1,910 funds tracked by Wall St. Rank hold LOW as of Q3 2020.

LifePlan Financial Group held 9 shares of Lowe's Companies worth $1K as of Q3 2020.
LifePlan Financial Group left its Lowe's Companies share count unchanged in Q3 2020.
Lowe's Companies made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #547 holding.
LifePlan Financial Group first reported a position in Lowe's Companies in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Lowe's Companies position peaked at $5K in Q3 2018.
1,910 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.