Ellsworth Advisors’s Lowe's Companies LOW Stock Holding History

Ellsworth Advisors’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	-17,781	Closed	-$3.61M	–	168
2021 Q3	$3.61M	Buy	+17,781	New	+$3.54M	1.64%	14

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

Ellsworth Advisors's LOW Position: Q4 2021 in Review

Ellsworth Advisors sold out of Lowe's Companies (LOW) in Q4 2021, closing a stake of 17,781 shares — an estimated $3.61M sold.

Ellsworth Advisors first reported a position in LOW in Q3 2021 and held it in 1 quarter. The position peaked at $3.61M in Q3 2021. 2,410 funds tracked by Wall St. Rank hold LOW as of Q4 2021.

Ellsworth Advisors reported no remaining Lowe's Companies position as of Q4 2021 after selling out during the quarter.
Ellsworth Advisors sold 17,781 Lowe's Companies shares in Q4 2021, an estimated $3.61M.
Ellsworth Advisors first reported a position in Lowe's Companies in Q3 2021 and held it in 1 quarter.
Ellsworth Advisors's Lowe's Companies position peaked at $3.61M in Q3 2021.
2,410 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2021.

Based on Ellsworth Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.