5L
LOW icon

55I LLC’s Lowe's Companies LOW Stock Holding History

55I LLC’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
2022
Q3 		$2.57M Buy
13,678
+9,761
+249% +$1.9M 0.07% 165
2022
Q2 		$684K Buy
3,917
+1,478
+61% +$285K 0.02% 310
2022
Q1 		$493K Sell
2,439
-579
-19% -$133K 0.01% 359
2021
Q4 		$781K Sell
3,018
-2,413
-44% -$574K 0.02% 286
2021
Q3 		$1.1M Buy
5,431
+3,103
+133% +$618K 0.03% 220
2021
Q2 		$452K Buy
2,328
+550
+31% +$108K 0.02% 276
2021
Q1 		$338K Buy
+1,778
New +$305K 0.02% 244

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

55I LLC's LOW Position: Q3 2022 in Review

55I LLC increased its Lowe's Companies (LOW) stake by 249% in Q3 2022, buying an estimated $1.9M and bringing the position to 13,678 shares worth $2.57M. The position accounts for 0.07% of the portfolio, ranked #165.

55I LLC first reported a position in LOW in Q1 2021 and has held it in 7 quarters since. 2,171 funds tracked by Wall St. Rank hold LOW as of Q3 2022.

  • 55I LLC held 13,678 shares of Lowe's Companies worth $2.57M as of Q3 2022.
  • 55I LLC bought 9,761 Lowe's Companies shares in Q3 2022, an estimated $1.9M.
  • Lowe's Companies made up 0.07% of 55I LLC's portfolio in Q3 2022, its #165 holding.
  • 55I LLC first reported a position in Lowe's Companies in Q1 2021 and has held it in 7 quarters since.
  • 2,171 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.