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Sonora Investment Management’s Lowe's Companies LOW Stock Holding History

Sonora Investment 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
2021
Q3 		$333K Buy
1,644
+98
+6% +$19.5K 0.04% 159
2021
Q2 		$300K Buy
1,546
+55
+4% +$10.8K 0.04% 162
2021
Q1 		$284K Buy
1,491
+16
+1% +$2.75K 0.02% 258
2020
Q4 		$237K Buy
1,475
+93
+7% +$15.1K 0.02% 277
2020
Q3 		$229K Buy
1,382
+226
+20% +$34.8K 0.02% 257
2020
Q2 		$156K Sell
1,156
-143
-11% -$16.3K 0.02% 268
2020
Q1 		$112K Buy
1,299
+49
+4% +$5.35K 0.01% 296
2019
Q4 		$150K Buy
1,250
+280
+29% +$32K 0.01% 281
2019
Q3 		$107K Sell
970
-94
-9% -$9.92K 0.01% 327
2019
Q2 		$107K Sell
1,064
-119
-10% -$12.6K 0.01% 325
2019
Q1 		$130K Buy
1,183
+309
+35% +$30.8K 0.02% 279
2018
Q4 		$81K Buy
874
+194
+29% +$18.7K 0.01% 320
2018
Q3 		$78K Sell
680
-90
-12% -$9.38K 0.01% 322
2018
Q2 		$74K Buy
770
+90
+13% +$8.15K 0.01% 316
2018
Q1 		$59.7K Buy
680
+307
+82% +$29.1K 0.01% 346
2017
Q4 		$34.7K Sell
373
-76
-17% -$6.28K 0.01% 456
2017
Q3 		$35.9K Buy
449
+76
+20% +$5.82K 0.01% 402
2017
Q2 		$28.9K Hold
373
– – 0.01% 425
2017
Q1 		$30.7K Hold
373
– – 0.01% 400
2016
Q4 		$26.5K Hold
373
– – 0.01% 386
2016
Q3 		$26.9K Hold
373
– – 0.01% 381
2016
Q2 		$29.5K Hold
373
– – 0.01% 333
2016
Q1 		$28.4K Hold
373
– – 0.01% 376
2015
Q4 		$28K Sell
373
-214
-36% -$15.9K 0.01% 322
2015
Q3 		$40K Buy
+587
New +$40.4K 0.01% 241

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

Sonora Investment Management's LOW Position: Q3 2021 in Review

Sonora Investment Management increased its Lowe's Companies (LOW) stake by 6.3% in Q3 2021, buying an estimated $19.5K and bringing the position to 1,644 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #159.

Sonora Investment Management first reported a position in LOW in Q3 2015 and has held it in 25 quarters since. 2,130 funds tracked by Wall St. Rank hold LOW as of Q3 2021.

  • Sonora Investment Management held 1,644 shares of Lowe's Companies worth $333K as of Q3 2021.
  • Sonora Investment Management bought 98 Lowe's Companies shares in Q3 2021, an estimated $19.5K.
  • Lowe's Companies made up 0.04% of Sonora Investment Management's portfolio in Q3 2021, its #159 holding.
  • Sonora Investment Management first reported a position in Lowe's Companies in Q3 2015 and has held it in 25 quarters since.
  • 2,130 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.