WealthStone’s Lowe's Companies LOW Stock Holding History

WealthStone’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	$650K	Buy	3,419 +242	+8%	+$41.5K	0.23%	69
2020 Q4	$510K	Buy	3,177 +65	+2%	+$10.6K	0.18%	81
2020 Q3	$516K	Sell	3,112 -1,099	-26%	-$169K	0.24%	63
2020 Q2	$569K	Buy	+4,211	New	+$481K	0.27%	54
2019 Q4	–	Sell	-1,851	Closed	-$204K	–	43
2019 Q3	$204K	Hold	1,851	–	–	0.11%	46
2019 Q2	$187K	Buy	+1,851	New	+$195K	0.08%	110

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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 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

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

WealthStone's LOW Position: Q1 2021 in Review

WealthStone increased its Lowe's Companies (LOW) stake by 7.6% in Q1 2021, buying an estimated $41.5K and bringing the position to 3,419 shares worth $650K. The position accounts for 0.23% of the portfolio, ranked #69.

WealthStone first reported a position in LOW in Q2 2019 and has held it in 6 quarters since. 2,079 funds tracked by Wall St. Rank hold LOW as of Q1 2021.

WealthStone held 3,419 shares of Lowe's Companies worth $650K as of Q1 2021.
WealthStone bought 242 Lowe's Companies shares in Q1 2021, an estimated $41.5K.
Lowe's Companies made up 0.23% of WealthStone's portfolio in Q1 2021, its #69 holding.
WealthStone first reported a position in Lowe's Companies in Q2 2019 and has held it in 6 quarters since.
2,079 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.