Bank of the West’s Lowe's Companies LOW Stock Holding History

Bank of the West’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	$437K	Buy	2,195 +14	+0.6%	+$2.8K	0.05%	176
2022 Q3	$410K	Buy	2,181 +1,000	+85%	+$195K	0.05%	171
2022 Q2	$206K	Hold	1,181	–	–	0.03%	210
2022 Q1	$239K	Sell	1,181 -150	-11%	-$34.5K	0.02%	205
2021 Q4	$344K	Hold	1,331	–	–	0.03%	196
2021 Q3	$270K	Sell	1,331 -41	-3%	-$8.17K	0.03%	203
2021 Q2	$266K	Buy	1,372 +38	+3%	+$7.43K	0.03%	208
2021 Q1	$254K	Sell	1,334 -81	-6%	-$13.9K	0.03%	204
2020 Q4	$227K	Sell	1,415 -24	-2%	-$3.9K	0.03%	203
2020 Q3	$239K	Buy	+1,439	New	+$222K	0.03%	197
2020 Q1	–	Sell	-1,862	Closed	-$223K	–	268
2019 Q4	$223K	Hold	1,862	–	–	0.03%	255
2019 Q3	$205K	Sell	1,862 -510	-22%	-$53.8K	0.02%	264
2019 Q2	$239K	Sell	2,372 -40	-2%	-$4.22K	0.03%	254
2019 Q1	$264K	Sell	2,412 -133	-5%	-$13.3K	0.03%	252
2018 Q4	$235K	Sell	2,545 -20	-0.8%	-$1.93K	0.03%	263
2018 Q3	$295K	Buy	+2,565	New	+$267K	0.03%	258
2017 Q2	–	Sell	-9,174	Closed	-$754K	–	300
2017 Q1	$754K	Buy	9,174 +1,701	+23%	+$130K	0.1%	178
2016 Q4	$531K	Sell	7,473 -1,548	-17%	-$110K	0.07%	199
2016 Q3	$651K	Buy	9,021 +1,422	+19%	+$111K	0.09%	181
2016 Q2	$602K	Buy	+7,599	New	+$588K	0.09%	191

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

Bank of the West's LOW Position: Q4 2022 in Review

Bank of the West increased its Lowe's Companies (LOW) stake by 0.64% in Q4 2022, buying an estimated $2.8K and bringing the position to 2,195 shares worth $437K. The position accounts for 0.05% of the portfolio, ranked #176.

Bank of the West first reported a position in LOW in Q2 2016 and has held it in 20 quarters since. The position peaked at $754K in Q1 2017. 2,296 funds tracked by Wall St. Rank hold LOW as of Q4 2022.

Bank of the West held 2,195 shares of Lowe's Companies worth $437K as of Q4 2022.
Bank of the West bought 14 Lowe's Companies shares in Q4 2022, an estimated $2.8K.
Lowe's Companies made up 0.05% of Bank of the West's portfolio in Q4 2022, its #176 holding.
Bank of the West first reported a position in Lowe's Companies in Q2 2016 and has held it in 20 quarters since.
Bank of the West's Lowe's Companies position peaked at $754K in Q1 2017.
2,296 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2022.

Based on Bank of the West's 13F filing for Q4 2022, filed 1 Feb 2023.