Princeton Portfolio Strategies Group’s Lowe's Companies LOW Stock Holding History

Princeton Portfolio Strategies Group’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 Q2	$788K	Sell	4,065 -1,500	-27%	-$293K	0.15%	104
2021 Q1	$1.06M	Hold	5,565	–	–	0.21%	91
2020 Q4	$893K	Hold	5,565	–	–	0.18%	102
2020 Q3	$923K	Hold	5,565	–	–	0.2%	94
2020 Q2	$752K	Sell	5,565 -172	-3%	-$19.6K	0.18%	99
2020 Q1	$494K	Sell	5,737 -28	-0.5%	-$3.06K	0.14%	102
2019 Q4	$690K	Hold	5,765	–	–	0.16%	104
2019 Q3	$634K	Hold	5,765	–	–	0.16%	102
2019 Q2	$582K	Sell	5,765 -50	-0.9%	-$5.27K	0.15%	107
2019 Q1	$637K	Sell	5,815 -769	-12%	-$76.7K	0.17%	108
2018 Q4	$608K	Buy	6,584 +350	+6%	+$33.7K	0.19%	105
2018 Q3	$716K	Buy	6,234 +1,742	+39%	+$182K	0.19%	104
2018 Q2	$429K	Hold	4,492	–	–	0.12%	126
2018 Q1	$394K	Sell	4,492 -375	-8%	-$35.5K	0.11%	123
2017 Q4	$452K	Hold	4,867	–	–	0.12%	123
2017 Q3	$389K	Sell	4,867 -100	-2%	-$7.66K	0.11%	137
2017 Q2	$385K	Hold	4,967	–	–	0.11%	130
2017 Q1	$408K	Buy	4,967 +100	+2%	+$7.65K	0.12%	131
2016 Q4	$346K	Sell	4,867 -765	-14%	-$54.1K	0.11%	123
2016 Q3	$407K	Buy	5,632 +1,194	+27%	+$92.9K	0.13%	115
2016 Q2	$351K	Buy	4,438 +50	+1%	+$3.87K	0.11%	114
2016 Q1	$332K	Buy	+4,388	New	+$310K	0.11%	117

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

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

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

Princeton Portfolio Strategies Group's LOW Position: Q2 2021 in Review

Princeton Portfolio Strategies Group reduced its Lowe's Companies (LOW) stake by 27% in Q2 2021, selling an estimated $293K and leaving 4,065 shares worth $788K. The position accounts for 0.15% of the portfolio, ranked #104.

Princeton Portfolio Strategies Group first reported a position in LOW in Q1 2016 and has held it in 22 quarters since. The position peaked at $1.06M in Q1 2021. 2,109 funds tracked by Wall St. Rank hold LOW as of Q2 2021.

Princeton Portfolio Strategies Group held 4,065 shares of Lowe's Companies worth $788K as of Q2 2021.
Princeton Portfolio Strategies Group sold 1,500 Lowe's Companies shares in Q2 2021, an estimated $293K.
Lowe's Companies made up 0.15% of Princeton Portfolio Strategies Group's portfolio in Q2 2021, its #104 holding.
Princeton Portfolio Strategies Group first reported a position in Lowe's Companies in Q1 2016 and has held it in 22 quarters since.
Princeton Portfolio Strategies Group's Lowe's Companies position peaked at $1.06M in Q1 2021.
2,109 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2021.

Based on Princeton Portfolio Strategies Group's 13F filing for Q2 2021, filed 2 Aug 2021.