Shine Investment Advisory Services’s Lowe's Companies LOW Stock Holding History

Shine Investment Advisory Services’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	$122K	Sell	737 -79	-10%	-$12.2K	0.04%	171
2020 Q2	$110K	Buy	816 +3	+0.4%	+$343	0.04%	181
2020 Q1	$70K	Sell	813 -1,064	-57%	-$116K	0.03%	224
2019 Q4	$225K	Buy	1,877 +703	+60%	+$80.4K	0.09%	118
2019 Q3	$129K	Buy	1,174 +215	+22%	+$22.7K	0.06%	148
2019 Q2	$97K	Hold	959	–	–	0.04%	187
2019 Q1	$105K	Buy	959 +123	+15%	+$12.3K	0.05%	180
2018 Q4	$77K	Hold	836	–	–	0.04%	205
2018 Q3	$96K	Buy	836 +126	+18%	+$13.1K	0.05%	186
2018 Q2	$68K	Buy	710 +503	+243%	+$45.5K	0.03%	248
2018 Q1	$18K	Hold	207	–	–	0.01%	471
2017 Q4	$19K	Hold	207	–	–	0.01%	464
2017 Q3	$17K	Hold	207	–	–	0.01%	470
2017 Q2	$16K	Buy	+207	New	+$16.9K	0.01%	464

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

Shine Investment Advisory Services's LOW Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Lowe's Companies (LOW) stake by 9.7% in Q3 2020, selling an estimated $12.2K and leaving 737 shares worth $122K. The position accounts for 0.04% of the portfolio, ranked #171.

Shine Investment Advisory Services first reported a position in LOW in Q2 2017 and has held it in 14 quarters since. The position peaked at $225K in Q4 2019. 1,911 funds tracked by Wall St. Rank hold LOW as of Q3 2020.

Shine Investment Advisory Services held 737 shares of Lowe's Companies worth $122K as of Q3 2020.
Shine Investment Advisory Services sold 79 Lowe's Companies shares in Q3 2020, an estimated $12.2K.
Lowe's Companies made up 0.04% of Shine Investment Advisory Services's portfolio in Q3 2020, its #171 holding.
Shine Investment Advisory Services first reported a position in Lowe's Companies in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Lowe's Companies position peaked at $225K in Q4 2019.
1,911 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.