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Marotta Asset Management’s Lowe's Companies LOW Stock Holding History

Marotta Asset 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
2021
Q1 		– Sell
-1,687
Closed -$271K – 97
2020
Q4 		$271K Hold
1,687
– – 0.07% 67
2020
Q3 		$280K Hold
1,687
– – 0.08% 67
2020
Q2 		$228K Buy
+1,687
New +$193K 0.07% 75

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marotta Asset Management's LOW Position: Q1 2021 in Review

Marotta Asset Management sold out of Lowe's Companies (LOW) in Q1 2021, closing a stake of 1,687 shares — an estimated $271K sold.

Marotta Asset Management first reported a position in LOW in Q2 2020 and held it in 3 quarters. The position peaked at $280K in Q3 2020. 2,079 funds tracked by Wall St. Rank hold LOW as of Q1 2021.

  • Marotta Asset Management reported no remaining Lowe's Companies position as of Q1 2021 after selling out during the quarter.
  • Marotta Asset Management sold 1,687 Lowe's Companies shares in Q1 2021, an estimated $271K.
  • Marotta Asset Management first reported a position in Lowe's Companies in Q2 2020 and held it in 3 quarters.
  • Marotta Asset Management's Lowe's Companies position peaked at $280K in Q3 2020.
  • 2,079 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2021.

Based on Marotta Asset Management's 13F filing for Q1 2021, filed 9 Apr 2021.