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Copperleaf Capital’s Lowe's Companies LOW Stock Holding History

Copperleaf Capital’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 		– Sell
-1,134
Closed -$227K – 81
2023
Q1 		$227K Sell
1,134
-236
-17% -$47.9K 0.23% 69
2022
Q4 		$273K Sell
1,370
-1,580
-54% -$316K 0.31% 56
2022
Q3 		$554K Sell
2,950
-8,015
-73% -$1.56M 0.6% 45
2022
Q2 		$1.92M Sell
10,965
-673
-6% -$130K 1.94% 18
2022
Q1 		$2.35M Buy
11,638
+341
+3% +$78.4K 2.09% 17
2021
Q4 		$2.92M Sell
11,297
-1,075
-9% -$256K 2.52% 13
2021
Q3 		$2.51M Buy
12,372
+309
+3% +$61.6K 2.42% 14
2021
Q2 		$2.34M Sell
12,063
-102
-0.8% -$20K 2.29% 15
2021
Q1 		$2.31M Sell
12,165
-28
-0.2% -$4.8K 2.47% 12
2020
Q4 		$1.96M Buy
12,193
+340
+3% +$55.2K 1.67% 19
2020
Q3 		$1.97M Sell
11,853
-235
-2% -$36.2K 1.89% 17
2020
Q2 		$1.63M Sell
12,088
-364
-3% -$41.6K 1.69% 22
2020
Q1 		$1.07M Sell
12,452
-733
-6% -$80.1K 1.29% 27
2019
Q4 		$1.58M Buy
+13,185
New +$1.51M 1.6% 21

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Copperleaf Capital's LOW Position: Q2 2023 in Review

Copperleaf Capital sold out of Lowe's Companies (LOW) in Q2 2023, closing a stake of 1,134 shares — an estimated $227K sold.

Copperleaf Capital first reported a position in LOW in Q4 2019 and held it in 14 quarters. The position peaked at $2.92M in Q4 2021. 2,343 funds tracked by Wall St. Rank hold LOW as of Q2 2023.

  • Copperleaf Capital reported no remaining Lowe's Companies position as of Q2 2023 after selling out during the quarter.
  • Copperleaf Capital sold 1,134 Lowe's Companies shares in Q2 2023, an estimated $227K.
  • Copperleaf Capital first reported a position in Lowe's Companies in Q4 2019 and held it in 14 quarters.
  • Copperleaf Capital's Lowe's Companies position peaked at $2.92M in Q4 2021.
  • 2,343 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2023.

Based on Copperleaf Capital's 13F filing for Q2 2023, filed 11 Aug 2023.