UMA Financial Services »

Lowe's Companies shares owned by UMA Financial Services

Quarter-by-quarter ownership of Lowe's Companies (LOW) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Lowe's Companies

Tip: Access up to 7 years of quarterly data

All positions including Lowe's Companies held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lowe's Companies by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $242k 1.1k 228.28
2023-12-31 $213k 967 219.79
2022-03-31 $202k 976 206.97
2021-12-31 $245k 974 251.54

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Grwth Etf (EFG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for UMA Financial Services

Top funds holding Lowe's Companies

Vanguard Group
Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Massachusetts Financial Services
Norges Bank Investment Management
Legal & General Group
Bank of New York Mellon
Goldman Sachs Group
Ubs Global Asset Management Americas
Franklin Resources
Charles Schwab Investment Management
Citadel Advisors
UBS Group
Amundi

View all funds holding Lowe's Companies