Mid Atlantic Financial Management’s Lowe's Companies LOW Stock Holding History

Mid Atlantic Financial 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 Q3	$1.76M	Sell	8,661 -1,050	-11%	-$209K	0.12%	153
2021 Q2	$1.88M	Sell	9,711 -39	-0.4%	-$7.63K	0.13%	151
2021 Q1	$1.85M	Buy	9,750 +175	+2%	+$30K	0.14%	146
2020 Q4	$1.54M	Sell	9,575 -112	-1%	-$18.2K	0.12%	160
2020 Q3	$1.49M	Buy	9,687 +952	+11%	+$147K	0.13%	144
2020 Q2	$1.18M	Buy	8,735 +153	+2%	+$17.5K	0.11%	160
2020 Q1	$739K	Buy	8,582 +614	+8%	+$67.1K	0.08%	223
2019 Q4	$954K	Sell	7,968 -116	-1%	-$13.3K	0.09%	232
2019 Q3	$889K	Sell	8,084 -5,962	-42%	-$629K	0.09%	226
2019 Q2	$1.42M	Buy	14,046 +2,758	+24%	+$291K	0.15%	133
2019 Q1	$1.24M	Sell	11,288 -233	-2%	-$23.3K	0.13%	142
2018 Q4	$1.06M	Buy	+11,521	New	+$1.11M	0.13%	148

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

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

Mid Atlantic Financial Management's LOW Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Lowe's Companies (LOW) stake by 11% in Q3 2021, selling an estimated $209K and leaving 8,661 shares worth $1.76M. The position accounts for 0.12% of the portfolio, ranked #153.

Mid Atlantic Financial Management first reported a position in LOW in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.88M in Q2 2021. 2,129 funds tracked by Wall St. Rank hold LOW as of Q3 2021.

Mid Atlantic Financial Management held 8,661 shares of Lowe's Companies worth $1.76M as of Q3 2021.
Mid Atlantic Financial Management sold 1,050 Lowe's Companies shares in Q3 2021, an estimated $209K.
Lowe's Companies made up 0.12% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #153 holding.
Mid Atlantic Financial Management first reported a position in Lowe's Companies in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Lowe's Companies position peaked at $1.88M in Q2 2021.
2,129 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.