Secrest Blakey & Associates’s Lowe's Companies LOW Stock Holding History

Secrest Blakey & Associates’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
2020 Q3	$629K	Sell	3,791 -370	-9%	-$57K	1.44%	25
2020 Q2	$562K	Hold	4,161	–	–	1.36%	29
2020 Q1	$358K	Hold	4,161	–	–	0.97%	37
2019 Q4	$498K	Sell	4,161 -3,876	-48%	-$443K	1.1%	35
2019 Q3	$884K	Buy	8,037 +497	+7%	+$52.5K	0.73%	38
2019 Q2	$761K	Buy	7,540 +181	+2%	+$19.1K	0.66%	45
2019 Q1	$806K	Buy	7,359 +207	+3%	+$20.7K	0.78%	41
2018 Q4	$661K	Buy	7,152 +566	+9%	+$54.6K	0.55%	52
2018 Q3	$756K	Buy	6,586 +155	+2%	+$16.1K	0.58%	50
2018 Q2	$615K	Buy	6,431 +1,017	+19%	+$92.1K	0.48%	60
2018 Q1	$475K	Buy	5,414 +444	+9%	+$42K	0.41%	69
2017 Q4	$462K	Buy	+4,970	New	+$411K	0.37%	68

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

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 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Secrest Blakey & Associates's LOW Position: Q3 2020 in Review

Secrest Blakey & Associates reduced its Lowe's Companies (LOW) stake by 8.9% in Q3 2020, selling an estimated $57K and leaving 3,791 shares worth $629K. The position accounts for 1.44% of the portfolio, ranked #25.

Secrest Blakey & Associates first reported a position in LOW in Q4 2017 and has held it in 12 quarters since. The position peaked at $884K in Q3 2019. 1,911 funds tracked by Wall St. Rank hold LOW as of Q3 2020.

Secrest Blakey & Associates held 3,791 shares of Lowe's Companies worth $629K as of Q3 2020.
Secrest Blakey & Associates sold 370 Lowe's Companies shares in Q3 2020, an estimated $57K.
Lowe's Companies made up 1.44% of Secrest Blakey & Associates's portfolio in Q3 2020, its #25 holding.
Secrest Blakey & Associates first reported a position in Lowe's Companies in Q4 2017 and has held it in 12 quarters since.
Secrest Blakey & Associates's Lowe's Companies position peaked at $884K in Q3 2019.
1,911 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2020.

Based on Secrest Blakey & Associates's 13F filing for Q3 2020, filed 13 Nov 2020.