USCA RIA’s Lowe's Companies LOW Stock Holding History

USCA RIA’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	$7.12M	Buy	36,700 +377	+1%	+$73.8K	0.43%	60
2021 Q1	$6.91M	Buy	36,323 +20,686	+132%	+$3.55M	0.45%	56
2020 Q4	$2.51M	Buy	15,637 +150	+1%	+$24.4K	0.18%	122
2020 Q3	$2.57M	Buy	15,487 +54	+0.3%	+$8.31K	0.2%	111
2020 Q2	$2.08M	Buy	15,433 +559	+4%	+$63.8K	0.18%	118
2020 Q1	$1.28M	Sell	14,874 -3,099	-17%	-$339K	0.15%	153
2019 Q4	$2.15M	Buy	17,973 +11,680	+186%	+$1.34M	0.19%	159
2019 Q3	$692K	Buy	6,293 +248	+4%	+$26.2K	0.07%	271
2019 Q2	$610K	Buy	6,045 +100	+2%	+$10.5K	0.06%	276
2019 Q1	$651K	Buy	5,945 +90	+2%	+$8.98K	0.07%	252
2018 Q4	$541K	Hold	5,855	–	–	0.07%	255
2018 Q3	$672K	Sell	5,855 -35,891	-86%	-$3.74M	0.07%	269
2018 Q2	$3.99M	Buy	41,746 +29,227	+233%	+$2.65M	0.43%	65
2018 Q1	$1.1M	Sell	12,519 -35,930	-74%	-$3.4M	0.12%	209
2017 Q4	$4.5M	Buy	48,449 +40,354	+499%	+$3.34M	0.5%	59
2017 Q3	$628K	Hold	8,095	–	–	0.08%	244
2017 Q2	$628K	Buy	8,095 +3,221	+66%	+$263K	0.08%	245
2017 Q1	$401K	Buy	4,874 +175	+4%	+$13.4K	0.06%	304
2016 Q4	$334K	Sell	4,699 -100	-2%	-$7.08K	0.05%	315
2016 Q3	$347K	Sell	4,799 -42	-0.9%	-$3.27K	0.06%	293
2016 Q2	$383K	Hold	4,841	–	–	0.06%	273
2016 Q1	$367K	Buy	4,841 +400	+9%	+$28.2K	0.07%	246
2015 Q4	$338K	Sell	4,441 -203	-4%	-$15.1K	0.07%	258
2015 Q3	$320K	Sell	4,644 -500	-10%	-$34.4K	0.08%	250
2015 Q2	$344K	Sell	5,144 -2,615	-34%	-$186K	0.09%	230
2015 Q1	$577K	Sell	7,759 -16,230	-68%	-$1.16M	0.15%	159
2014 Q4	$1.65M	Buy	23,989 +223	+0.9%	+$13.4K	0.46%	57
2014 Q3	$1.26M	Buy	+23,766	New	+$1.2M	0.38%	72
2014 Q1	–	Sell	-4,070	Closed	-$202K	–	278
2013 Q4	$202K	Buy	+4,070	New	+$198K	0.08%	240

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

USCA RIA's LOW Position: Q2 2021 in Review

USCA RIA increased its Lowe's Companies (LOW) stake by 1% in Q2 2021, buying an estimated $73.8K and bringing the position to 36,700 shares worth $7.12M. The position accounts for 0.43% of the portfolio, ranked #60.

USCA RIA first reported a position in LOW in Q4 2013 and has held it in 29 quarters since. 2,109 funds tracked by Wall St. Rank hold LOW as of Q2 2021.

USCA RIA held 36,700 shares of Lowe's Companies worth $7.12M as of Q2 2021.
USCA RIA bought 377 Lowe's Companies shares in Q2 2021, an estimated $73.8K.
Lowe's Companies made up 0.43% of USCA RIA's portfolio in Q2 2021, its #60 holding.
USCA RIA first reported a position in Lowe's Companies in Q4 2013 and has held it in 29 quarters since.
2,109 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.