Lighthouse Financial Advisors’s Lowe's Companies LOW Stock Holding History

Lighthouse Financial Advisors’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
2021 Q1	$3.5M	Sell	18,402 -3,035	-14%	-$521K	1.06%	16
2020 Q4	$3.44M	Sell	21,437 -2	-0%	-$325	1.17%	16
2020 Q3	$3.56M	Sell	21,439 -204	-0.9%	-$31.4K	1.35%	13
2020 Q2	$2.88M	Buy	21,643 +219	+1%	+$25K	1.21%	17
2020 Q1	$1.83M	Buy	21,424 +2,147	+11%	+$235K	1.12%	29
2019 Q4	$2.31M	Buy	+19,277	New	+$2.2M	1.09%	18

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Lighthouse Financial Advisors's LOW Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its Lowe's Companies (LOW) stake by 14% in Q1 2021, selling an estimated $521K and leaving 18,402 shares worth $3.5M. The position accounts for 1.06% of the portfolio, ranked #16.

Lighthouse Financial Advisors first reported a position in LOW in Q4 2019 and has held it in 6 quarters since. The position peaked at $3.56M in Q3 2020. 2,079 funds tracked by Wall St. Rank hold LOW as of Q1 2021.

Lighthouse Financial Advisors held 18,402 shares of Lowe's Companies worth $3.5M as of Q1 2021.
Lighthouse Financial Advisors sold 3,035 Lowe's Companies shares in Q1 2021, an estimated $521K.
Lowe's Companies made up 1.06% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #16 holding.
Lighthouse Financial Advisors first reported a position in Lowe's Companies in Q4 2019 and has held it in 6 quarters since.
Lighthouse Financial Advisors's Lowe's Companies position peaked at $3.56M in Q3 2020.
2,079 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.