Squar Milner Financial Services’s Lowe's Companies LOW Stock Holding History

Squar Milner Financial 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	–	Sell	-4,967	Closed	-$671K	–	108
2020 Q2	$671K	Buy	4,967 +443	+10%	+$50.6K	0.38%	70
2020 Q1	$389K	Buy	4,524 +59	+1%	+$6.45K	0.23%	94
2019 Q4	$534K	Sell	4,465 -1,326	-23%	-$152K	0.27%	82
2019 Q3	$960K	Buy	5,791 +1,417	+32%	+$150K	0.49%	51
2019 Q2	$441K	Sell	4,374 -75	-2%	-$7.91K	0.3%	82
2019 Q1	$487K	Buy	4,449 +83	+2%	+$8.28K	0.36%	62
2018 Q4	$403K	Buy	4,366 +157	+4%	+$15.1K	0.39%	61
2018 Q3	$483K	Sell	4,209 -355	-8%	-$37K	0.43%	53
2018 Q2	$436K	Buy	4,564 +131	+3%	+$11.9K	0.38%	63
2018 Q1	$389K	Buy	4,433 +72	+2%	+$6.82K	0.49%	60
2017 Q4	$466K	Buy	+4,361	New	+$361K	0.56%	51

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

Squar Milner Financial Services's LOW Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Lowe's Companies (LOW) in Q3 2020, closing a stake of 4,967 shares — an estimated $671K sold.

Squar Milner Financial Services first reported a position in LOW in Q4 2017 and held it in 11 quarters. The position peaked at $960K in Q3 2019. 1,911 funds tracked by Wall St. Rank hold LOW as of Q3 2020.

Squar Milner Financial Services reported no remaining Lowe's Companies position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 4,967 Lowe's Companies shares in Q3 2020, an estimated $671K.
Squar Milner Financial Services first reported a position in Lowe's Companies in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's Lowe's Companies position peaked at $960K in Q3 2019.
1,911 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.