Burns Matteson Capital Management’s Lowe's Companies LOW Stock Holding History

Burns Matteson Capital 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
2021 Q4	–	Sell	-2,710	Closed	-$550K	–	149
2021 Q3	$550K	Buy	2,710 +486	+22%	+$96.9K	0.42%	48
2021 Q2	$431K	Buy	2,224 +726	+48%	+$142K	0.34%	55
2021 Q1	$285K	Buy	+1,498	New	+$257K	0.27%	58

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Burns Matteson Capital Management's LOW Position: Q4 2021 in Review

Burns Matteson Capital Management sold out of Lowe's Companies (LOW) in Q4 2021, closing a stake of 2,710 shares — an estimated $550K sold.

Burns Matteson Capital Management first reported a position in LOW in Q1 2021 and held it in 3 quarters. The position peaked at $550K in Q3 2021. 2,411 funds tracked by Wall St. Rank hold LOW as of Q4 2021.

Burns Matteson Capital Management reported no remaining Lowe's Companies position as of Q4 2021 after selling out during the quarter.
Burns Matteson Capital Management sold 2,710 Lowe's Companies shares in Q4 2021, an estimated $550K.
Burns Matteson Capital Management first reported a position in Lowe's Companies in Q1 2021 and held it in 3 quarters.
Burns Matteson Capital Management's Lowe's Companies position peaked at $550K in Q3 2021.
2,411 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2021.

Based on Burns Matteson Capital Management's 13F filing for Q4 2021, filed 12 Dec 2023.