LWS
LOW icon

Lucia Wealth Services’s Lowe's Companies LOW Stock Holding History

Lucia Wealth Services’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 		$1.88M Buy
11,307
+1,785
+19% +$275K 0.44% 45
2020
Q2 		$1.29M Buy
9,522
+528
+6% +$60.3K 0.34% 50
2020
Q1 		$774K Buy
+8,994
New +$983K 0.26% 67
2018
Q2 		– Sell
-2,429
Closed -$213K – 218
2018
Q1 		$213K Sell
2,429
-4,723
-66% -$447K 0.07% 107
2017
Q4 		$665K Buy
+7,152
New +$591K 0.29% 66

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lucia Wealth Services's LOW Position: Q3 2020 in Review

Lucia Wealth Services increased its Lowe's Companies (LOW) stake by 19% in Q3 2020, buying an estimated $275K and bringing the position to 11,307 shares worth $1.88M. The position accounts for 0.44% of the portfolio, ranked #45.

Lucia Wealth Services first reported a position in LOW in Q4 2017 and has held it in 5 quarters since. 1,910 funds tracked by Wall St. Rank hold LOW as of Q3 2020.

  • Lucia Wealth Services held 11,307 shares of Lowe's Companies worth $1.88M as of Q3 2020.
  • Lucia Wealth Services bought 1,785 Lowe's Companies shares in Q3 2020, an estimated $275K.
  • Lowe's Companies made up 0.44% of Lucia Wealth Services's portfolio in Q3 2020, its #45 holding.
  • Lucia Wealth Services first reported a position in Lowe's Companies in Q4 2017 and has held it in 5 quarters since.
  • 1,910 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.