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UBP Investment Advisors’s Lowe's Companies LOW Stock Holding History

UBP Investment Advisors’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
Q2 		– Sell
-5,702
Closed -$1.08M – 126
2021
Q1 		$1.08M Buy
+5,702
New +$978K 0.44% 43

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
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
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

UBP Investment Advisors's LOW Position: Q2 2021 in Review

UBP Investment Advisors sold out of Lowe's Companies (LOW) in Q2 2021, closing a stake of 5,702 shares — an estimated $1.08M sold.

UBP Investment Advisors first reported a position in LOW in Q1 2021 and held it in 1 quarter. The position peaked at $1.08M in Q1 2021. 2,110 funds tracked by Wall St. Rank hold LOW as of Q2 2021.

  • UBP Investment Advisors reported no remaining Lowe's Companies position as of Q2 2021 after selling out during the quarter.
  • UBP Investment Advisors sold 5,702 Lowe's Companies shares in Q2 2021, an estimated $1.08M.
  • UBP Investment Advisors first reported a position in Lowe's Companies in Q1 2021 and held it in 1 quarter.
  • UBP Investment Advisors's Lowe's Companies position peaked at $1.08M in Q1 2021.
  • 2,110 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2021.

Based on UBP Investment Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.