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SVA Wealth Management’s Lowe's Companies LOW Stock Holding History

SVA 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
Q4 		$2.36M Buy
14,718
+12,958
+736% +$2.1M 0.21% 88
2020
Q3 		$292K Sell
1,760
-664
-27% -$102K 0.03% 177
2020
Q2 		$328K Buy
+2,424
New +$277K 0.04% 166

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SVA Wealth Management's LOW Position: Q4 2020 in Review

SVA Wealth Management increased its Lowe's Companies (LOW) stake by 736% in Q4 2020, buying an estimated $2.1M and bringing the position to 14,718 shares worth $2.36M. The position accounts for 0.21% of the portfolio, ranked #88.

SVA Wealth Management first reported a position in LOW in Q2 2020 and has held it in 3 quarters since. 2,024 funds tracked by Wall St. Rank hold LOW as of Q4 2020.

  • SVA Wealth Management held 14,718 shares of Lowe's Companies worth $2.36M as of Q4 2020.
  • SVA Wealth Management bought 12,958 Lowe's Companies shares in Q4 2020, an estimated $2.1M.
  • Lowe's Companies made up 0.21% of SVA Wealth Management's portfolio in Q4 2020, its #88 holding.
  • SVA Wealth Management first reported a position in Lowe's Companies in Q2 2020 and has held it in 3 quarters since.
  • 2,024 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.