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Wheatland Advisors’s Lowe's Companies LOW Stock Holding History

Wheatland 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
2020
Q2 		$676K Hold
5,000
– – 2.8% 14
2020
Q1 		$430K Hold
5,000
– – 2.19% 19
2019
Q4 		$599K Sell
5,000
-9,124
-65% -$1.04M 0.76% 48
2019
Q3 		$1.55M Hold
14,124
– – 1.41% 21
2019
Q2 		$1.43M Hold
14,124
– – 1.08% 31
2019
Q1 		$1.55M Buy
+14,124
New +$1.41M 1.18% 28

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

Wheatland Advisors's LOW Position: Q2 2020 in Review

Wheatland Advisors held its Lowe's Companies (LOW) position steady in Q2 2020 at 5,000 shares worth $676K. The position accounts for 2.8% of the portfolio, ranked #14.

Wheatland Advisors first reported a position in LOW in Q1 2019 and has held it in 6 quarters since. The position peaked at $1.55M in Q3 2019. 1,814 funds tracked by Wall St. Rank hold LOW as of Q2 2020.

  • Wheatland Advisors held 5,000 shares of Lowe's Companies worth $676K as of Q2 2020.
  • Wheatland Advisors left its Lowe's Companies share count unchanged in Q2 2020.
  • Lowe's Companies made up 2.8% of Wheatland Advisors's portfolio in Q2 2020, its #14 holding.
  • Wheatland Advisors first reported a position in Lowe's Companies in Q1 2019 and has held it in 6 quarters since.
  • Wheatland Advisors's Lowe's Companies position peaked at $1.55M in Q3 2019.
  • 1,814 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2020.

Based on Wheatland Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.