Domani Wealth’s Lowe's Companies LOW Stock Holding History

Domani Wealth’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 Q1	$665K	Hold	3,328	–	–	0.15%	64
2022 Q4	$663K	Buy	+3,328	New	+$665K	0.17%	62
2022 Q3	–	Sell	-3,320	Closed	-$580K	–	107
2022 Q2	$580K	Sell	3,320 -1,000	-23%	-$193K	0.16%	59
2022 Q1	$873K	Hold	4,320	–	–	0.19%	53
2021 Q4	$1.12M	Sell	4,320 -138	-3%	-$32.8K	0.22%	45
2021 Q3	$904K	Buy	4,458 +314	+8%	+$62.6K	0.19%	49
2021 Q2	$804K	Buy	4,144 +392	+10%	+$76.7K	0.16%	52
2021 Q1	$714K	Buy	3,752 +312	+9%	+$53.5K	0.14%	56
2020 Q4	$552K	Sell	3,440 -87	-2%	-$14.1K	0.11%	65
2020 Q3	$585K	Sell	3,527 -885	-20%	-$136K	0.13%	65
2020 Q2	$596K	Sell	4,412 -1,068	-19%	-$122K	0.14%	64
2020 Q1	$472K	Buy	5,480 +3,702	+208%	+$404K	0.13%	70
2019 Q4	$213K	Buy	+1,778	New	+$203K	0.07%	106
2018 Q4	–	Sell	-1,750	Closed	-$201K	–	109
2018 Q3	$201K	Buy	+1,750	New	+$182K	0.09%	104

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Domani Wealth's LOW Position: Q1 2023 in Review

Domani Wealth held its Lowe's Companies (LOW) position steady in Q1 2023 at 3,328 shares worth $665K. The position accounts for 0.15% of the portfolio, ranked #64.

Domani Wealth first reported a position in LOW in Q3 2018 and has held it in 14 quarters since. The position peaked at $1.12M in Q4 2021. 2,297 funds tracked by Wall St. Rank hold LOW as of Q1 2023.

Domani Wealth held 3,328 shares of Lowe's Companies worth $665K as of Q1 2023.
Domani Wealth left its Lowe's Companies share count unchanged in Q1 2023.
Lowe's Companies made up 0.15% of Domani Wealth's portfolio in Q1 2023, its #64 holding.
Domani Wealth first reported a position in Lowe's Companies in Q3 2018 and has held it in 14 quarters since.
Domani Wealth's Lowe's Companies position peaked at $1.12M in Q4 2021.
2,297 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.