Apogem Capital’s Lowe's Companies LOW Stock Holding History

Apogem Capital’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 Q4	–	Sell	-1,144	Closed	-$215K	–	66
2022 Q3	$215K	Buy	+1,144	New	+$223K	0.21%	115
2022 Q1	–	Sell	-955	Closed	-$247K	–	187
2021 Q4	$247K	Sell	955 -148	-13%	-$35.2K	0.16%	148
2021 Q3	$224K	Sell	1,103 -2	-0.2%	-$399	0.14%	167
2021 Q2	$214K	Sell	1,105 -32	-3%	-$6.26K	0.14%	163
2021 Q1	$216K	Buy	+1,137	New	+$195K	0.15%	153

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

Morgan Stanley New York $1.66T AUM 25.57% 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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Apogem Capital's LOW Position: Q4 2022 in Review

Apogem Capital sold out of Lowe's Companies (LOW) in Q4 2022, closing a stake of 1,144 shares — an estimated $215K sold.

Apogem Capital first reported a position in LOW in Q1 2021 and held it in 5 quarters. The position peaked at $247K in Q4 2021. 2,295 funds tracked by Wall St. Rank hold LOW as of Q4 2022.

Apogem Capital reported no remaining Lowe's Companies position as of Q4 2022 after selling out during the quarter.
Apogem Capital sold 1,144 Lowe's Companies shares in Q4 2022, an estimated $215K.
Apogem Capital first reported a position in Lowe's Companies in Q1 2021 and held it in 5 quarters.
Apogem Capital's Lowe's Companies position peaked at $247K in Q4 2021.
2,295 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2022.

Based on Apogem Capital's 13F filing for Q4 2022, filed 13 Feb 2023.