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ACG Wealth’s Lowe's Companies LOW Stock Holding History

ACG Wealth’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 		$468K Buy
2,493
+39
+2% +$7.6K 0.11% 165
2022
Q2 		$429K Buy
2,454
+94
+4% +$18.1K 0.09% 179
2022
Q1 		$477K Sell
2,360
-2,883
-55% -$663K 0.09% 179
2021
Q4 		$1.35M Sell
5,243
-682
-12% -$162K 0.19% 123
2021
Q3 		$1.2M Buy
5,925
+17
+0.3% +$3.39K 0.16% 123
2021
Q2 		$1.15M Sell
5,908
-1,415
-19% -$277K 0.15% 130
2021
Q1 		$1.39M Sell
7,323
-172
-2% -$29.5K 0.18% 109
2020
Q4 		$1.2M Sell
7,495
-1,021
-12% -$166K 0.17% 112
2020
Q3 		$1.41M Buy
8,516
+208
+3% +$32K 0.21% 93
2020
Q2 		$1.12M Sell
8,308
-1,856
-18% -$212K 0.18% 105
2020
Q1 		$875K Sell
10,164
-1,319
-11% -$144K 0.16% 121
2019
Q4 		$1.38M Sell
11,483
-1,964
-15% -$225K 0.2% 109
2019
Q3 		$1.48M Sell
13,447
-499
-4% -$52.7K 0.22% 99
2019
Q2 		$1.41M Sell
13,946
-4,298
-24% -$453K 0.19% 118
2019
Q1 		$2M Buy
18,244
+1,411
+8% +$141K 0.27% 80
2018
Q4 		$1.56M Sell
16,833
-832
-5% -$80.2K 0.24% 89
2018
Q3 		$2.03M Sell
17,665
-1,251
-7% -$130K 0.27% 83
2018
Q2 		$1.81M Buy
18,916
+873
+5% +$79K 0.27% 80
2018
Q1 		$1.58M Buy
18,043
+1,837
+11% +$174K 0.24% 90
2017
Q4 		$1.51M Sell
16,206
-516
-3% -$42.7K 0.22% 104
2017
Q3 		$1.34M Sell
16,722
-5,048
-23% -$387K 0.23% 99
2017
Q2 		$1.69M Buy
21,770
+18,875
+652% +$1.54M 0.28% 96
2017
Q1 		$238K Sell
2,895
-1,124
-28% -$86K 0.04% 242
2016
Q4 		$286K Buy
4,019
+229
+6% +$16.2K 0.06% 187
2016
Q3 		$274K Buy
+3,790
New +$295K 0.06% 197

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

ACG Wealth's LOW Position: Q3 2022 in Review

ACG Wealth increased its Lowe's Companies (LOW) stake by 1.6% in Q3 2022, buying an estimated $7.6K and bringing the position to 2,493 shares worth $468K. The position accounts for 0.11% of the portfolio, ranked #165.

ACG Wealth first reported a position in LOW in Q3 2016 and has held it in 25 quarters since. The position peaked at $2.03M in Q3 2018. 2,171 funds tracked by Wall St. Rank hold LOW as of Q3 2022.

  • ACG Wealth held 2,493 shares of Lowe's Companies worth $468K as of Q3 2022.
  • ACG Wealth bought 39 Lowe's Companies shares in Q3 2022, an estimated $7.6K.
  • Lowe's Companies made up 0.11% of ACG Wealth's portfolio in Q3 2022, its #165 holding.
  • ACG Wealth first reported a position in Lowe's Companies in Q3 2016 and has held it in 25 quarters since.
  • ACG Wealth's Lowe's Companies position peaked at $2.03M in Q3 2018.
  • 2,171 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.