Bowling Portfolio Management’s Lowe's Companies LOW Stock Holding History

Bowling Portfolio 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
2022 Q3	$771K	Buy	+4,104	New	+$799K	0.21%	137
2022 Q2	–	Sell	-4,211	Closed	-$851K	–	206
2022 Q1	$851K	Buy	+4,211	New	+$969K	0.18%	143
2021 Q2	–	Sell	-6,781	Closed	-$1.29M	–	221
2021 Q1	$1.29M	Sell	6,781 -3,532	-34%	-$606K	0.31%	125
2020 Q4	$1.66M	Sell	10,313 -661	-6%	-$107K	0.39%	70
2020 Q3	$1.82M	Buy	+10,974	New	+$1.69M	0.41%	50
2017 Q1	–	Sell	-74,891	Closed	-$5.33M	–	347
2016 Q4	$5.33M	Sell	74,891 -14,658	-16%	-$1.04M	0.79%	41
2016 Q3	$6.47M	Buy	+89,549	New	+$6.96M	0.9%	31

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bowling Portfolio Management's LOW Position: Q3 2022 in Review

Bowling Portfolio Management opened a new position in Lowe's Companies (LOW) in Q3 2022: 4,104 shares worth $771K. The stake represents 0.21% of the portfolio and ranks #137 among its holdings. This is a return to the name: Bowling Portfolio Management previously reported a position in LOW as recently as Q1 2022.

Bowling Portfolio Management first reported a position in LOW in Q3 2016 and has held it in 7 quarters since. The position peaked at $6.47M in Q3 2016. 2,172 funds tracked by Wall St. Rank hold LOW as of Q3 2022.

Bowling Portfolio Management held 4,104 shares of Lowe's Companies worth $771K as of Q3 2022.
Lowe's Companies was a new Bowling Portfolio Management position in Q3 2022.
Lowe's Companies made up 0.21% of Bowling Portfolio Management's portfolio in Q3 2022, its #137 holding.
Bowling Portfolio Management first reported a position in Lowe's Companies in Q3 2016 and has held it in 7 quarters since.
Bowling Portfolio Management's Lowe's Companies position peaked at $6.47M in Q3 2016.
2,172 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2022.

Based on Bowling Portfolio Management's 13F filing for Q3 2022, filed 4 Oct 2022.