Burleson & Co’s Lowe's Companies LOW Stock Holding History

Burleson & Co’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	$35.1K	Hold	176	–	–	0.01%	200
2022 Q3	$33K	Hold	176	–	–	0.01%	216
2022 Q2	$31K	Sell	176 -5	-3%	-$964	0.01%	207
2022 Q1	$37K	Buy	181 +5	+3%	+$1.15K	0.01%	204
2021 Q4	$45K	Hold	176	–	–	0.01%	198
2021 Q3	$36K	Hold	176	–	–	0.01%	206
2021 Q2	$34K	Hold	176	–	–	0.01%	216
2021 Q1	$33K	Buy	+176	New	+$30.2K	0.01%	205

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

Burleson & Co's LOW Position: Q4 2022 in Review

Burleson & Co held its Lowe's Companies (LOW) position steady in Q4 2022 at 176 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #200.

Burleson & Co first reported a position in LOW in Q1 2021 and has held it in 8 quarters since. The position peaked at $45K in Q4 2021. 2,296 funds tracked by Wall St. Rank hold LOW as of Q4 2022.

Burleson & Co held 176 shares of Lowe's Companies worth $35.1K as of Q4 2022.
Burleson & Co left its Lowe's Companies share count unchanged in Q4 2022.
Lowe's Companies made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #200 holding.
Burleson & Co first reported a position in Lowe's Companies in Q1 2021 and has held it in 8 quarters since.
Burleson & Co's Lowe's Companies position peaked at $45K in Q4 2021.
2,296 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.