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Reilly Financial Advisors’s Lowe's Companies LOW Stock Holding History

Reilly Financial 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
Q4 		$410K Buy
1,586
+9
+0.6% +$2.14K 0.03% 160
2021
Q3 		$320K Sell
1,577
-27
-2% -$5.38K 0.03% 165
2021
Q2 		$311K Buy
1,604
+235
+17% +$46K 0.03% 168
2021
Q1 		$260K Buy
1,369
+35
+3% +$6.01K 0.02% 170
2020
Q4 		$214K Sell
1,334
-300
-18% -$48.7K 0.02% 185
2020
Q3 		$271K Buy
1,634
+10
+0.6% +$1.54K 0.03% 156
2020
Q2 		$219K Sell
1,624
-317
-16% -$36.2K 0.03% 168
2020
Q1 		$167K Buy
1,941
+396
+26% +$43.3K 0.02% 177
2019
Q4 		$185K Sell
1,545
-264
-15% -$30.2K 0.02% 191
2019
Q3 		$199K Buy
1,809
+530
+41% +$56K 0.02% 186
2019
Q2 		$129K Buy
1,279
+27
+2% +$2.85K 0.02% 221
2019
Q1 		$137K Buy
1,252
+10
+0.8% +$998 0.02% 203
2018
Q4 		$115K Buy
1,242
+200
+19% +$19.3K 0.02% 220
2018
Q3 		$120K Buy
1,042
+428
+70% +$44.6K 0.02% 221
2018
Q2 		$59K Sell
614
-123
-17% -$11.1K 0.01% 289
2018
Q1 		$65K Buy
737
+137
+23% +$13K 0.01% 268
2017
Q4 		$56K Hold
600
– – 0.01% 312
2017
Q3 		$48K Hold
600
– – 0.01% 317
2017
Q2 		$47K Buy
600
+200
+50% +$16.3K 0.01% 316
2017
Q1 		$33K Sell
400
-351
-47% -$26.9K 0.01% 363
2016
Q4 		$53K Sell
751
-300
-29% -$21.2K 0.01% 268
2016
Q3 		$76K Hold
1,051
– – 0.01% 221
2016
Q2 		$83K Buy
+1,051
New +$81.3K 0.02% 210
2015
Q4 		– Sell
-751
Closed -$55.8K – 1300
2015
Q3 		$52K Hold
751
– – 0.01% 385
2015
Q2 		$50K Hold
751
– – 0.01% 430
2015
Q1 		$56K Buy
751
+351
+88% +$25.2K 0.01% 397
2014
Q4 		$28K Hold
400
– – 0.01% 341
2014
Q3 		$21K Hold
400
– – 0.01% 388
2014
Q2 		$19K Hold
400
– – ﹤0.01% 423
2014
Q1 		$20K Hold
400
– – ﹤0.01% 432
2013
Q4 		$20K Buy
+400
New +$19.4K ﹤0.01% 407

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

Reilly Financial Advisors's LOW Position: Q4 2021 in Review

Reilly Financial Advisors increased its Lowe's Companies (LOW) stake by 0.57% in Q4 2021, buying an estimated $2.14K and bringing the position to 1,586 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #160.

Reilly Financial Advisors first reported a position in LOW in Q4 2013 and has held it in 31 quarters since. 2,411 funds tracked by Wall St. Rank hold LOW as of Q4 2021.

  • Reilly Financial Advisors held 1,586 shares of Lowe's Companies worth $410K as of Q4 2021.
  • Reilly Financial Advisors bought 9 Lowe's Companies shares in Q4 2021, an estimated $2.14K.
  • Lowe's Companies made up 0.03% of Reilly Financial Advisors's portfolio in Q4 2021, its #160 holding.
  • Reilly Financial Advisors first reported a position in Lowe's Companies in Q4 2013 and has held it in 31 quarters since.
  • 2,411 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.