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Safeguard Investment Advisory Group’s Lowe's Companies LOW Stock Holding History

Safeguard Investment Advisory 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
Q1 		– Sell
-225
Closed -$36K – 439
2020
Q4 		$36K Buy
+225
New +$36.5K 0.03% 235

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
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Safeguard Investment Advisory Group's LOW Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Lowe's Companies (LOW) in Q1 2021, closing a stake of 225 shares — an estimated $36K sold.

Safeguard Investment Advisory Group first reported a position in LOW in Q4 2020 and held it in 1 quarter. The position peaked at $36K in Q4 2020. 2,079 funds tracked by Wall St. Rank hold LOW as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Lowe's Companies position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 225 Lowe's Companies shares in Q1 2021, an estimated $36K.
  • Safeguard Investment Advisory Group first reported a position in Lowe's Companies in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Lowe's Companies position peaked at $36K in Q4 2020.
  • 2,079 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.