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Sullivan, Bruyette, Speros & Blaney’s Lowe's Companies LOW Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
Q1 		$1.7M Sell
8,948
-64
-0.7% -$11K 0.08% 84
2020
Q4 		$1.45M Buy
9,012
+5,359
+147% +$870K 0.07% 85
2020
Q3 		$606K Sell
3,653
-610
-14% -$93.9K 0.03% 134
2020
Q2 		$576K Buy
4,263
+520
+14% +$59.4K 0.04% 128
2020
Q1 		$322K Sell
3,743
-496
-12% -$54.2K 0.02% 159
2019
Q4 		$508K Sell
4,239
-94
-2% -$10.7K 0.03% 139
2019
Q3 		$476K Buy
4,333
+315
+8% +$33.3K 0.03% 134
2019
Q2 		$405K Buy
4,018
+295
+8% +$31.1K 0.02% 150
2019
Q1 		$408K Sell
3,723
-517
-12% -$51.6K 0.02% 137
2018
Q4 		$392K Buy
4,240
+356
+9% +$34.3K 0.03% 130
2018
Q3 		$446K Sell
3,884
-161
-4% -$16.8K 0.04% 100
2018
Q2 		$387K Buy
4,045
+135
+3% +$12.2K 0.04% 110
2018
Q1 		$343K Sell
3,910
-142
-4% -$13.4K 0.03% 122
2017
Q4 		$377K Sell
4,052
-296
-7% -$24.5K 0.04% 112
2017
Q3 		$348K Sell
4,348
-332
-7% -$25.4K 0.03% 116
2017
Q2 		$363K Buy
4,680
+237
+5% +$19.4K 0.04% 106
2017
Q1 		$365K Sell
4,443
-213
-5% -$16.3K 0.04% 99
2016
Q4 		$331K Buy
4,656
+414
+10% +$29.3K 0.03% 108
2016
Q3 		$306K Buy
4,242
+52
+1% +$4.04K 0.03% 106
2016
Q2 		$332K Buy
+4,190
New +$324K 0.03% 99

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

Sullivan, Bruyette, Speros & Blaney's LOW Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney reduced its Lowe's Companies (LOW) stake by 0.71% in Q1 2021, selling an estimated $11K and leaving 8,948 shares worth $1.7M. The position accounts for 0.08% of the portfolio, ranked #84.

Sullivan, Bruyette, Speros & Blaney first reported a position in LOW in Q2 2016 and has held it in 20 quarters since. 2,080 funds tracked by Wall St. Rank hold LOW as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 8,948 shares of Lowe's Companies worth $1.7M as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney sold 64 Lowe's Companies shares in Q1 2021, an estimated $11K.
  • Lowe's Companies made up 0.08% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #84 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Lowe's Companies in Q2 2016 and has held it in 20 quarters since.
  • 2,080 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.