Security National Trust’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.55M | Hold |
13,150
| – | – | 0.59% | 56 |
|
|
2021
Q2 | $2.55M | Sell |
13,150
-610
| -4% | -$119K | 0.57% | 57 |
|
|
2021
Q1 | $2.62M | Sell |
13,760
-1,075
| -7% | -$184K | 0.62% | 54 |
|
|
2020
Q4 | $2.38M | Buy |
14,835
+180
| +1% | +$29.2K | 0.59% | 54 |
|
|
2020
Q3 | $2.43M | Sell |
14,655
-100
| -0.7% | -$15.4K | 0.68% | 49 |
|
|
2020
Q2 | $1.99M | Buy |
14,755
+1,010
| +7% | +$115K | 0.6% | 58 |
|
|
2020
Q1 | $1.18M | Sell |
13,745
-645
| -4% | -$70.5K | 0.43% | 69 |
|
|
2019
Q4 | $1.72M | Buy |
14,390
+324
| +2% | +$37K | 0.5% | 64 |
|
|
2019
Q3 | $1.55M | Sell |
14,066
-130
| -0.9% | -$13.7K | 0.49% | 63 |
|
|
2019
Q2 | $1.43M | Sell |
14,196
-315
| -2% | -$33.2K | 0.45% | 65 |
|
|
2019
Q1 | $1.59M | Buy |
14,511
+480
| +3% | +$47.9K | 0.51% | 63 |
|
|
2018
Q4 | $1.3M | Sell |
14,031
-150
| -1% | -$14.5K | 0.48% | 66 |
|
|
2018
Q3 | $1.63M | Sell |
14,181
-130
| -0.9% | -$13.5K | 0.51% | 63 |
|
|
2018
Q2 | $1.37M | Sell |
14,311
-1,120
| -7% | -$101K | 0.45% | 66 |
|
|
2018
Q1 | $1.35M | Sell |
15,431
-1,135
| -7% | -$107K | 0.45% | 67 |
|
|
2017
Q4 | $1.54M | Sell |
16,566
-258
| -2% | -$21.3K | 0.5% | 65 |
|
|
2017
Q3 | $1.34M | Sell |
16,824
-355
| -2% | -$27.2K | 0.44% | 69 |
|
|
2017
Q2 | $1.33M | Sell |
17,179
-260
| -1% | -$21.3K | 0.45% | 69 |
|
|
2017
Q1 | $1.43M | Buy |
17,439
+87
| +0.5% | +$6.66K | 0.48% | 63 |
|
|
2016
Q4 | $1.23M | Buy |
17,352
+371
| +2% | +$26.2K | 0.44% | 65 |
|
|
2016
Q3 | $1.23M | Buy |
16,981
+339
| +2% | +$26.4K | 0.45% | 65 |
|
|
2016
Q2 | $1.32M | Buy |
16,642
+325
| +2% | +$25.1K | 0.49% | 63 |
|
|
2016
Q1 | $1.24M | Buy |
16,317
+101
| +0.6% | +$7.13K | 0.47% | 64 |
|
|
2015
Q4 | $1.23M | Sell |
16,216
-375
| -2% | -$27.8K | 0.48% | 61 |
|
|
2015
Q3 | $1.14M | Sell |
16,591
-70
| -0.4% | -$4.81K | 0.45% | 63 |
|
|
2015
Q2 | $1.12M | Sell |
16,661
-190
| -1% | -$13.5K | 0.4% | 67 |
|
|
2015
Q1 | $1.25M | Sell |
16,851
-115
| -0.7% | -$8.24K | 0.45% | 62 |
|
|
2014
Q4 | $1.17M | Buy |
16,966
+1,343
| +9% | +$80.4K | 0.43% | 65 |
|
|
2014
Q3 | $826K | Buy |
15,623
+163
| +1% | +$8.24K | 0.34% | 72 |
|
|
2014
Q2 | $742K | Buy |
15,460
+1,675
| +12% | +$78.1K | 0.29% | 80 |
|
|
2014
Q1 | $674K | Sell |
13,785
-180
| -1% | -$8.69K | 0.27% | 84 |
|
|
2013
Q4 | $692K | Buy |
13,965
+1,735
| +14% | +$84.3K | 0.29% | 83 |
|
|
2013
Q3 | $582K | Buy |
12,230
+3,673
| +43% | +$167K | 0.26% | 91 |
|
|
2013
Q2 | $350K | Buy |
+8,557
| New | +$344K | 0.17% | 113 |
|
Other funds holding LOW
PSCM
Security National Trust's LOW Position: Q3 2021 in Review
Security National Trust held its Lowe's Companies (LOW) position steady in Q3 2021 at 13,150 shares worth $2.55M. The position accounts for 0.59% of the portfolio, ranked #56.
Security National Trust first reported a position in LOW in Q2 2013 and has held it in 34 quarters since. The position peaked at $2.62M in Q1 2021. 2,130 funds tracked by Wall St. Rank hold LOW as of Q3 2021.
- Security National Trust held 13,150 shares of Lowe's Companies worth $2.55M as of Q3 2021.
- Security National Trust left its Lowe's Companies share count unchanged in Q3 2021.
- Lowe's Companies made up 0.59% of Security National Trust's portfolio in Q3 2021, its #56 holding.
- Security National Trust first reported a position in Lowe's Companies in Q2 2013 and has held it in 34 quarters since.
- Security National Trust's Lowe's Companies position peaked at $2.62M in Q1 2021.
- 2,130 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2021.
Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.