Northstar Wealth Partners’s Lowe's Companies LOW Stock Holding History

Northstar Wealth Partners’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	$752K	Sell	4,534 -1,203	-21%	-$185K	0.35%	78
2020 Q2	$775K	Sell	5,737 -533	-9%	-$60.9K	0.32%	82
2020 Q1	$539K	Buy	6,270 +1,040	+20%	+$114K	0.27%	89
2019 Q4	$626K	Sell	5,230 -200	-4%	-$22.9K	0.26%	98
2019 Q3	$597K	Sell	5,430 -375	-6%	-$39.6K	0.26%	96
2019 Q2	$586K	Buy	5,805 +537	+10%	+$56.6K	0.26%	100
2019 Q1	$577K	Hold	5,268	–	–	0.26%	104
2018 Q4	$487K	Buy	5,268 +121	+2%	+$11.7K	0.26%	99
2018 Q3	$590K	Buy	5,147 +22	+0.4%	+$2.29K	0.28%	94
2018 Q2	$489K	Sell	5,125 -161	-3%	-$14.6K	0.24%	112
2018 Q1	$463K	Buy	5,286 +3,025	+134%	+$286K	0.24%	112
2017 Q4	$212K	Buy	+2,261	New	+$187K	0.19%	121

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Northstar Wealth Partners's LOW Position: Q3 2020 in Review

Northstar Wealth Partners reduced its Lowe's Companies (LOW) stake by 21% in Q3 2020, selling an estimated $185K and leaving 4,534 shares worth $752K. The position accounts for 0.35% of the portfolio, ranked #78.

Northstar Wealth Partners first reported a position in LOW in Q4 2017 and has held it in 12 quarters since. The position peaked at $775K in Q2 2020. 1,911 funds tracked by Wall St. Rank hold LOW as of Q3 2020.

Northstar Wealth Partners held 4,534 shares of Lowe's Companies worth $752K as of Q3 2020.
Northstar Wealth Partners sold 1,203 Lowe's Companies shares in Q3 2020, an estimated $185K.
Lowe's Companies made up 0.35% of Northstar Wealth Partners's portfolio in Q3 2020, its #78 holding.
Northstar Wealth Partners first reported a position in Lowe's Companies in Q4 2017 and has held it in 12 quarters since.
Northstar Wealth Partners's Lowe's Companies position peaked at $775K in Q2 2020.
1,911 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.