Daniel L. Goodwin’s Lowe's Companies LOW Stock Holding History

Daniel L. Goodwin’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 Q3	$550K	Sell	2,645 -105	-4%	-$23.6K	0.27%	45
2023 Q2	$621K	Sell	2,750 -650	-19%	-$135K	0.3%	41
2023 Q1	$680K	Sell	3,400 -400	-11%	-$81.3K	0.34%	37
2022 Q4	$757K	Buy	3,800 +325	+9%	+$65K	0.38%	33
2022 Q3	$653K	Sell	3,475 -515	-13%	-$100K	0.38%	36
2022 Q2	$694K	Sell	3,990 -900	-18%	-$174K	0.38%	34
2022 Q1	$988K	Buy	4,890 +190	+4%	+$43.7K	0.43%	30
2021 Q4	$1.22M	Sell	4,700 -300	-6%	-$71.3K	0.53%	30
2021 Q3	$1.01M	Hold	5,000	–	–	0.47%	33
2021 Q2	$969K	Buy	+5,000	New	+$978K	0.46%	37

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Daniel L. Goodwin's LOW Position: Q3 2023 in Review

Daniel L. Goodwin reduced its Lowe's Companies (LOW) stake by 3.8% in Q3 2023, selling an estimated $23.6K and leaving 2,645 shares worth $550K. The position accounts for 0.27% of the portfolio, ranked #45.

Daniel L. Goodwin first reported a position in LOW in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.22M in Q4 2021. 2,304 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

Daniel L. Goodwin held 2,645 shares of Lowe's Companies worth $550K as of Q3 2023.
Daniel L. Goodwin sold 105 Lowe's Companies shares in Q3 2023, an estimated $23.6K.
Lowe's Companies made up 0.27% of Daniel L. Goodwin's portfolio in Q3 2023, its #45 holding.
Daniel L. Goodwin first reported a position in Lowe's Companies in Q2 2021 and has held it in 10 quarters since.
Daniel L. Goodwin's Lowe's Companies position peaked at $1.22M in Q4 2021.
2,304 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.