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LOW icon

Professional Planning’s Lowe's Companies LOW Stock Holding History

Professional Planning’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 		$446K Buy
2,199
+203
+10% +$40.5K 0.21% 73
2021
Q2 		$387K Buy
1,996
+12
+0.6% +$2.35K 0.18% 88
2021
Q1 		$377K Buy
1,984
+2
+0.1% +$343 0.18% 83
2020
Q4 		$318K Buy
+1,982
New +$322K 0.13% 95
2020
Q3 		– Sell
-1,998
Closed -$270K – 71
2020
Q2 		$270K Buy
+1,998
New +$228K 0.14% 92

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

Professional Planning's LOW Position: Q3 2021 in Review

Professional Planning increased its Lowe's Companies (LOW) stake by 10% in Q3 2021, buying an estimated $40.5K and bringing the position to 2,199 shares worth $446K. The position accounts for 0.21% of the portfolio, ranked #73.

Professional Planning first reported a position in LOW in Q2 2020 and has held it in 5 quarters since. 2,129 funds tracked by Wall St. Rank hold LOW as of Q3 2021.

  • Professional Planning held 2,199 shares of Lowe's Companies worth $446K as of Q3 2021.
  • Professional Planning bought 203 Lowe's Companies shares in Q3 2021, an estimated $40.5K.
  • Lowe's Companies made up 0.21% of Professional Planning's portfolio in Q3 2021, its #73 holding.
  • Professional Planning first reported a position in Lowe's Companies in Q2 2020 and has held it in 5 quarters since.
  • 2,129 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.