Nelson Capital Management’s Lowe's Companies LOW Stock Holding History

Nelson Capital 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
2020 Q4	–	Sell	-4,638	Closed	-$769K	–	99
2020 Q3	$769K	Hold	4,638	–	–	0.13%	69
2020 Q2	$627K	Hold	4,638	–	–	0.14%	72
2020 Q1	$399K	Sell	4,638 -26	-0.6%	-$2.84K	0.11%	72
2019 Q4	$559K	Hold	4,664	–	–	0.12%	76
2019 Q3	$513K	Hold	4,664	–	–	0.12%	68
2019 Q2	$471K	Sell	4,664 -1,515	-25%	-$160K	0.11%	71
2019 Q1	$676K	Buy	6,179 +18	+0.3%	+$1.8K	0.17%	62
2018 Q4	$569K	Sell	6,161 -32	-0.5%	-$3.08K	0.16%	68
2018 Q3	$711K	Buy	6,193 +32	+0.5%	+$3.33K	0.16%	62
2018 Q2	$589K	Hold	6,161	–	–	0.15%	64
2018 Q1	$541K	Hold	6,161	–	–	0.14%	64
2017 Q4	$573K	Buy	6,161 +146	+2%	+$12.1K	0.18%	58
2017 Q3	$481K	Hold	6,015	–	–	0.16%	60
2017 Q2	$466K	Hold	6,015	–	–	0.16%	59
2017 Q1	$494K	Buy	6,015 +15	+0.3%	+$1.15K	0.17%	58
2016 Q4	$427K	Hold	6,000	–	–	0.15%	58
2016 Q3	$433K	Sell	6,000 -90	-1%	-$7K	0.15%	56
2016 Q2	$482K	Buy	6,090 +90	+2%	+$6.96K	0.18%	54
2016 Q1	$454K	Hold	6,000	–	–	0.17%	54
2015 Q4	$456K	Hold	6,000	–	–	0.18%	54
2015 Q3	$414K	Hold	6,000	–	–	0.16%	57
2015 Q2	$402K	Hold	6,000	–	–	0.15%	60
2015 Q1	$446K	Hold	6,000	–	–	0.16%	60
2014 Q4	$413K	Hold	6,000	–	–	0.15%	63
2014 Q3	$318K	Hold	6,000	–	–	0.12%	64
2014 Q2	$288K	Hold	6,000	–	–	0.12%	64
2014 Q1	$293K	Hold	6,000	–	–	0.13%	63
2013 Q4	$297K	Hold	6,000	–	–	0.13%	64
2013 Q3	$286K	Hold	6,000	–	–	0.14%	63
2013 Q2	$245K	Buy	+6,000	New	+$241K	0.13%	62

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Nelson Capital Management's LOW Position: Q4 2020 in Review

Nelson Capital Management sold out of Lowe's Companies (LOW) in Q4 2020, closing a stake of 4,638 shares — an estimated $769K sold.

Nelson Capital Management first reported a position in LOW in Q2 2013 and held it in 30 quarters. The position peaked at $769K in Q3 2020. 2,023 funds tracked by Wall St. Rank hold LOW as of Q4 2020.

Nelson Capital Management reported no remaining Lowe's Companies position as of Q4 2020 after selling out during the quarter.
Nelson Capital Management sold 4,638 Lowe's Companies shares in Q4 2020, an estimated $769K.
Nelson Capital Management first reported a position in Lowe's Companies in Q2 2013 and held it in 30 quarters.
Nelson Capital Management's Lowe's Companies position peaked at $769K in Q3 2020.
2,023 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2020.

Based on Nelson Capital Management's 13F filing for Q4 2020, filed 17 Feb 2021.