Doyle Wealth Management’s Lowe's Companies LOW Stock Holding History

Doyle Wealth 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
2022 Q3	$674K	Buy	3,586 +4	+0.1%	+$779	0.06%	116
2022 Q2	$626K	Sell	3,582 -152	-4%	-$29.3K	0.05%	122
2022 Q1	$755K	Buy	3,734 +50	+1%	+$11.5K	0.05%	131
2021 Q4	$952K	Buy	3,684 +1	+0%	+$238	0.07%	114
2021 Q3	$747K	Sell	3,683 -74	-2%	-$14.7K	0.06%	122
2021 Q2	$729K	Sell	3,757 -93	-2%	-$18.2K	0.06%	120
2021 Q1	$732K	Sell	3,850 -175	-4%	-$30K	0.07%	116
2020 Q4	$646K	Sell	4,025 -898	-18%	-$146K	0.07%	122
2020 Q3	$817K	Buy	4,923 +1	+0%	+$154	0.09%	102
2020 Q2	$665K	Sell	4,922 -4,576	-48%	-$523K	0.09%	101
2020 Q1	$817K	Buy	9,498 +1,427	+18%	+$156K	0.13%	76
2019 Q4	$967K	Sell	8,071 -3,969	-33%	-$454K	0.12%	83
2019 Q3	$1.32M	Buy	12,040 +9,127	+313%	+$964K	0.18%	68
2019 Q2	$294K	Buy	2,913 +11	+0.4%	+$1.16K	0.04%	157
2019 Q1	$310K	Sell	2,902 -1,901	-40%	-$190K	0.05%	148
2018 Q4	$444K	Buy	4,803 +1,034	+27%	+$99.7K	0.08%	110
2018 Q3	$433K	Sell	3,769 -1,500	-28%	-$156K	0.07%	120
2018 Q2	$504K	Sell	5,269 -750	-12%	-$67.9K	0.08%	107
2018 Q1	$528K	Sell	6,019 -248	-4%	-$23.5K	0.09%	95
2017 Q4	$582K	Buy	6,267 +382	+6%	+$31.6K	0.1%	92
2017 Q3	$470K	Buy	5,885 +1,485	+34%	+$114K	0.08%	95
2017 Q2	$341K	Hold	4,400	–	–	0.06%	106
2017 Q1	$362K	Buy	+4,400	New	+$337K	0.07%	99

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Doyle Wealth Management's LOW Position: Q3 2022 in Review

Doyle Wealth Management increased its Lowe's Companies (LOW) stake by 0.11% in Q3 2022, buying an estimated $779 and bringing the position to 3,586 shares worth $674K. The position accounts for 0.06% of the portfolio, ranked #116.

Doyle Wealth Management first reported a position in LOW in Q1 2017 and has held it in 23 quarters since. The position peaked at $1.32M in Q3 2019. 2,171 funds tracked by Wall St. Rank hold LOW as of Q3 2022.

Doyle Wealth Management held 3,586 shares of Lowe's Companies worth $674K as of Q3 2022.
Doyle Wealth Management bought 4 Lowe's Companies shares in Q3 2022, an estimated $779.
Lowe's Companies made up 0.06% of Doyle Wealth Management's portfolio in Q3 2022, its #116 holding.
Doyle Wealth Management first reported a position in Lowe's Companies in Q1 2017 and has held it in 23 quarters since.
Doyle Wealth Management's Lowe's Companies position peaked at $1.32M in Q3 2019.
2,171 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.