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TrueWealth LLC’s Lowe's Companies LOW Stock Holding History

TrueWealth LLC’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
Q2 		$189K Sell
1,402
-46
-3% -$5.25K 0.08% 138
2020
Q1 		$125K Sell
1,448
-98
-6% -$10.7K 0.06% 169
2019
Q4 		$185K Buy
1,546
+12
+0.8% +$1.37K 0.07% 147
2019
Q3 		$169K Hold
1,534
– – 0.07% 146
2019
Q2 		$155K Buy
1,534
+88
+6% +$9.28K 0.07% 155
2019
Q1 		$158K Sell
1,446
-62
-4% -$6.19K 0.07% 151
2018
Q4 		$139K Sell
1,508
-101
-6% -$9.74K 0.07% 157
2018
Q3 		$185K Buy
1,609
+212
+15% +$22.1K 0.08% 143
2018
Q2 		$134K Buy
1,397
+45
+3% +$4.07K 0.06% 168
2018
Q1 		$119K Sell
1,352
-21
-2% -$1.99K 0.06% 174
2017
Q4 		$128K Buy
+1,373
New +$114K 0.06% 183

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

TrueWealth LLC's LOW Position: Q2 2020 in Review

TrueWealth LLC reduced its Lowe's Companies (LOW) stake by 3.2% in Q2 2020, selling an estimated $5.25K and leaving 1,402 shares worth $189K. The position accounts for 0.08% of the portfolio, ranked #138.

TrueWealth LLC first reported a position in LOW in Q4 2017 and has held it in 11 quarters since. 1,815 funds tracked by Wall St. Rank hold LOW as of Q2 2020.

  • TrueWealth LLC held 1,402 shares of Lowe's Companies worth $189K as of Q2 2020.
  • TrueWealth LLC sold 46 Lowe's Companies shares in Q2 2020, an estimated $5.25K.
  • Lowe's Companies made up 0.08% of TrueWealth LLC's portfolio in Q2 2020, its #138 holding.
  • TrueWealth LLC first reported a position in Lowe's Companies in Q4 2017 and has held it in 11 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.