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

Elm 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
2022 Q1	–	Sell	-1,375	Closed	-$355K	–	76
2021 Q4	$355K	Hold	1,375	–	–	0.2%	66
2021 Q3	$279K	Sell	1,375 -100	-7%	-$19.9K	0.17%	72
2021 Q2	$286K	Hold	1,475	–	–	0.17%	73
2021 Q1	$281K	Hold	1,475	–	–	0.17%	71
2020 Q4	$237K	Sell	1,475 -150	-9%	-$24.4K	0.14%	76
2020 Q3	$270K	Hold	1,625	–	–	0.19%	68
2020 Q2	$220K	Buy	+1,625	New	+$186K	0.16%	79
2019 Q2	–	Sell	-2,225	Closed	-$244K	–	87
2019 Q1	$244K	Sell	2,225 -66	-3%	-$6.59K	0.17%	77
2018 Q4	$212K	Buy	2,291 +66	+3%	+$6.36K	0.17%	76
2018 Q3	$255K	Sell	2,225 -150	-6%	-$15.6K	0.17%	71
2018 Q2	$227K	Hold	2,375	–	–	0.17%	74
2018 Q1	$208K	Sell	2,375 -150	-6%	-$14.2K	0.16%	80
2017 Q4	$235K	Hold	2,525	–	–	0.18%	76
2017 Q3	$202K	Buy	+2,525	New	+$193K	0.16%	80
2017 Q2	–	Sell	-2,525	Closed	-$208K	–	79
2017 Q1	$208K	Buy	+2,525	New	+$193K	0.17%	76
2016 Q3	–	Sell	-2,875	Closed	-$228K	–	79
2016 Q2	$228K	Hold	2,875	–	–	0.22%	71
2016 Q1	$218K	Hold	2,875	–	–	0.21%	65
2015 Q4	$219K	Buy	+2,875	New	+$213K	0.22%	66
2015 Q2	–	Sell	-2,875	Closed	-$214K	–	73
2015 Q1	$214K	Sell	2,875 -150	-5%	-$10.8K	0.2%	65
2014 Q4	$208K	Buy	+3,025	New	+$181K	0.19%	69

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Elm Advisors's LOW Position: Q1 2022 in Review

Elm Advisors sold out of Lowe's Companies (LOW) in Q1 2022, closing a stake of 1,375 shares — an estimated $355K sold.

Elm Advisors first reported a position in LOW in Q4 2014 and held it in 20 quarters. The position peaked at $355K in Q4 2021. 2,310 funds tracked by Wall St. Rank hold LOW as of Q1 2022.

Elm Advisors reported no remaining Lowe's Companies position as of Q1 2022 after selling out during the quarter.
Elm Advisors sold 1,375 Lowe's Companies shares in Q1 2022, an estimated $355K.
Elm Advisors first reported a position in Lowe's Companies in Q4 2014 and held it in 20 quarters.
Elm Advisors's Lowe's Companies position peaked at $355K in Q4 2021.
2,310 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2022.

Based on Elm Advisors's 13F filing for Q1 2022, filed 1 Apr 2022.