Smith & Howard Wealth Management’s Lowe's Companies LOW Stock Holding History

Smith & Howard Wealth Management’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 Q1	–	Sell	-2,215	Closed	-$265K	–	80
2019 Q4	$265K	Buy	2,215 +333	+18%	+$38.1K	0.09%	69
2019 Q3	$207K	Buy	+1,882	New	+$199K	0.08%	73
2019 Q2	–	Sell	-1,882	Closed	-$206K	–	67
2019 Q1	$206K	Buy	+1,882	New	+$188K	0.1%	58
2015 Q3	–	Sell	-3,255	Closed	-$218K	–	73
2015 Q2	$218K	Buy	+3,255	New	+$232K	0.1%	77

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Smith & Howard Wealth Management's LOW Position: Q1 2020 in Review

Smith & Howard Wealth Management sold out of Lowe's Companies (LOW) in Q1 2020, closing a stake of 2,215 shares — an estimated $265K sold.

Smith & Howard Wealth Management first reported a position in LOW in Q2 2015 and held it in 4 quarters. The position peaked at $265K in Q4 2019. 1,612 funds tracked by Wall St. Rank hold LOW as of Q1 2020.

Smith & Howard Wealth Management reported no remaining Lowe's Companies position as of Q1 2020 after selling out during the quarter.
Smith & Howard Wealth Management sold 2,215 Lowe's Companies shares in Q1 2020, an estimated $265K.
Smith & Howard Wealth Management first reported a position in Lowe's Companies in Q2 2015 and held it in 4 quarters.
Smith & Howard Wealth Management's Lowe's Companies position peaked at $265K in Q4 2019.
1,612 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2020.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.