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Perennial Advisors’s Lowe's Companies LOW Stock Holding History

Perennial Advisors’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 		– Sell
-201
Closed -$39K – 186
2021
Q2 		$39K Buy
201
+1
+0.5% +$196 0.01% 169
2021
Q1 		$38K Hold
200
– – 0.01% 165
2020
Q4 		$32K Buy
+200
New +$32.5K 0.01% 158

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Perennial Advisors's LOW Position: Q3 2021 in Review

Perennial Advisors sold out of Lowe's Companies (LOW) in Q3 2021, closing a stake of 201 shares — an estimated $39K sold.

Perennial Advisors first reported a position in LOW in Q4 2020 and held it in 3 quarters. The position peaked at $39K in Q2 2021. 2,129 funds tracked by Wall St. Rank hold LOW as of Q3 2021.

  • Perennial Advisors reported no remaining Lowe's Companies position as of Q3 2021 after selling out during the quarter.
  • Perennial Advisors sold 201 Lowe's Companies shares in Q3 2021, an estimated $39K.
  • Perennial Advisors first reported a position in Lowe's Companies in Q4 2020 and held it in 3 quarters.
  • Perennial Advisors's Lowe's Companies position peaked at $39K in Q2 2021.
  • 2,129 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.