Baldrige Asset Management’s Lowe's Companies LOW Stock Holding History

Baldrige Asset Management’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
2023 Q1	$21K	Buy	104 +4	+4%	+$813	0.01%	218
2022 Q4	$20K	Hold	100	–	–	0.01%	214
2022 Q3	$19K	Hold	100	–	–	0.01%	206
2022 Q2	$17K	Hold	100	–	–	0.01%	224
2022 Q1	$20K	Hold	100	–	–	0.01%	225
2021 Q4	$26K	Hold	100	–	–	0.01%	212
2021 Q3	$20K	Hold	100	–	–	0.01%	236
2021 Q2	$19K	Buy	+100	New	+$19.6K	0.01%	242

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Baldrige Asset Management's LOW Position: Q1 2023 in Review

Baldrige Asset Management increased its Lowe's Companies (LOW) stake by 4% in Q1 2023, buying an estimated $813 and bringing the position to 104 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #218.

Baldrige Asset Management first reported a position in LOW in Q2 2021 and has held it in 8 quarters since. The position peaked at $26K in Q4 2021. 2,296 funds tracked by Wall St. Rank hold LOW as of Q1 2023.

Baldrige Asset Management held 104 shares of Lowe's Companies worth $21K as of Q1 2023.
Baldrige Asset Management bought 4 Lowe's Companies shares in Q1 2023, an estimated $813.
Lowe's Companies made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #218 holding.
Baldrige Asset Management first reported a position in Lowe's Companies in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Lowe's Companies position peaked at $26K in Q4 2021.
2,296 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.