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

Optimal 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
-2,414
Closed -$387K – 398
2020
Q4 		$387K Hold
2,414
– – 0.05% 370
2020
Q3 		$400K Sell
2,414
-1,223
-34% -$188K 0.06% 359
2020
Q2 		$491K Sell
3,637
-7,205
-66% -$823K 0.08% 329
2020
Q1 		$933 Buy
10,842
+5,829
+116% +$637K 0.09% 294
2019
Q4 		$600K Buy
+5,013
New +$573K 0.09% 300

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

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

Optimal Asset Management sold out of Lowe's Companies (LOW) in Q1 2021, closing a stake of 2,414 shares — an estimated $387K sold.

Optimal Asset Management first reported a position in LOW in Q4 2019 and held it in 5 quarters. The position peaked at $600K in Q4 2019. 2,079 funds tracked by Wall St. Rank hold LOW as of Q1 2021.

  • Optimal Asset Management reported no remaining Lowe's Companies position as of Q1 2021 after selling out during the quarter.
  • Optimal Asset Management sold 2,414 Lowe's Companies shares in Q1 2021, an estimated $387K.
  • Optimal Asset Management first reported a position in Lowe's Companies in Q4 2019 and held it in 5 quarters.
  • Optimal Asset Management's Lowe's Companies position peaked at $600K in Q4 2019.
  • 2,079 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2021.

Based on Optimal Asset Management's 13F filing for Q1 2021, filed 17 May 2021.