BerganKDV Wealth Management’s Lowe's Companies LOW Stock Holding History

BerganKDV Wealth 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 Q2	$6.87M	Buy	30,447 +531	+2%	+$110K	0.69%	32
2023 Q1	$5.98M	Buy	29,916 +1,683	+6%	+$342K	0.62%	36
2022 Q4	$5.63M	Buy	28,233 +2,354	+9%	+$471K	0.61%	38
2022 Q3	$4.86M	Buy	25,879 +1,648	+7%	+$321K	0.58%	33
2022 Q2	$4.23M	Sell	24,231 -1,438	-6%	-$277K	0.48%	39
2022 Q1	$5.19M	Buy	25,669 +1,721	+7%	+$396K	0.56%	38
2021 Q4	$6.19M	Sell	23,948 -705	-3%	-$168K	0.65%	29
2021 Q3	$5M	Buy	24,653 +1,075	+5%	+$214K	0.57%	34
2021 Q2	$4.57M	Buy	23,578 +983	+4%	+$192K	0.54%	35
2021 Q1	$4.3M	Sell	22,595 -1,141	-5%	-$196K	0.55%	36
2020 Q4	$3.81M	Buy	23,736 +415	+2%	+$67.4K	0.54%	39
2020 Q3	$3.87M	Buy	23,321 +1,436	+7%	+$221K	0.61%	37
2020 Q2	$2.96M	Buy	21,885 +2,399	+12%	+$274K	0.51%	41
2020 Q1	$1.68M	Buy	19,486 +4,560	+31%	+$498K	0.34%	65
2019 Q4	$1.79M	Buy	14,926 +903	+6%	+$103K	0.32%	71
2019 Q3	$1.54M	Buy	14,023 +1,600	+13%	+$169K	0.3%	74
2019 Q2	$1.25M	Buy	12,423 +1,698	+16%	+$179K	0.25%	79
2019 Q1	$1.17M	Sell	10,725 -366	-3%	-$36.5K	0.24%	77
2018 Q4	$1.02M	Buy	11,091 +861	+8%	+$83K	0.24%	78
2018 Q3	$1.18M	Sell	10,230 -361	-3%	-$37.6K	0.25%	75
2018 Q2	$1.01M	Buy	10,591 +730	+7%	+$66.1K	0.23%	78
2018 Q1	$865K	Sell	9,861 -84	-0.8%	-$7.95K	0.24%	94
2017 Q4	$924K	Buy	9,945 +58	+0.6%	+$4.79K	0.22%	89
2017 Q3	$790K	Buy	9,887 +164	+2%	+$12.6K	0.2%	100
2017 Q2	$754K	Sell	9,723 -209	-2%	-$17.1K	0.21%	91
2017 Q1	$816K	Buy	9,932 +677	+7%	+$51.8K	0.24%	83
2016 Q4	$658K	Buy	9,255 +22	+0.2%	+$1.56K	0.22%	96
2016 Q3	$667K	Buy	9,233 +539	+6%	+$41.9K	0.23%	86
2016 Q2	$688K	Sell	8,694 -2,958	-25%	-$229K	0.29%	70
2016 Q1	$883K	Buy	+11,652	New	+$822K	0.53%	56

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BerganKDV Wealth Management's LOW Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Lowe's Companies (LOW) stake by 1.8% in Q2 2023, buying an estimated $110K and bringing the position to 30,447 shares worth $6.87M. The position accounts for 0.69% of the portfolio, ranked #32.

BerganKDV Wealth Management first reported a position in LOW in Q1 2016 and has held it in 30 quarters since. 2,343 funds tracked by Wall St. Rank hold LOW as of Q2 2023.

BerganKDV Wealth Management held 30,447 shares of Lowe's Companies worth $6.87M as of Q2 2023.
BerganKDV Wealth Management bought 531 Lowe's Companies shares in Q2 2023, an estimated $110K.
Lowe's Companies made up 0.69% of BerganKDV Wealth Management's portfolio in Q2 2023, its #32 holding.
BerganKDV Wealth Management first reported a position in Lowe's Companies in Q1 2016 and has held it in 30 quarters since.
2,343 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.