RFA
LOW icon

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
2016
Q2 		– Sell
-1,051
Closed -$80K – 902
2016
Q1 		$80K Sell
1,051
-135
-11% -$9.53K 0.01% 305
2015
Q4 		$90K Buy
+1,186
New +$88.1K 0.02% 289

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.