Financial Partners Capital Management’s Lowe's Companies LOW Stock Holding History

Financial Partners Capital 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 Q1	–	Sell	-1,000	Closed	-$258K	–	129
2021 Q4	$258K	Hold	1,000	–	–	0.05%	111
2021 Q3	$203K	Buy	+1,000	New	+$199K	0.04%	114
2016 Q1	–	Sell	-9,370	Closed	-$712K	–	109
2015 Q4	$712K	Hold	9,370	–	–	0.17%	84
2015 Q3	$646K	Hold	9,370	–	–	0.16%	87
2015 Q2	$628K	Hold	9,370	–	–	0.15%	90
2015 Q1	$697K	Hold	9,370	–	–	0.17%	86
2014 Q4	$645K	Hold	9,370	–	–	0.18%	88
2014 Q3	$496K	Sell	9,370 -1,465	-14%	-$74K	0.14%	86
2014 Q2	$520K	Hold	10,835	–	–	0.16%	85
2014 Q1	$530K	Hold	10,835	–	–	0.17%	85
2013 Q4	$537K	Buy	+10,835	New	+$526K	0.18%	84

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

Financial Partners Capital Management's LOW Position: Q1 2022 in Review

Financial Partners Capital Management sold out of Lowe's Companies (LOW) in Q1 2022, closing a stake of 1,000 shares — an estimated $258K sold.

Financial Partners Capital Management first reported a position in LOW in Q4 2013 and held it in 11 quarters. The position peaked at $712K in Q4 2015. 2,310 funds tracked by Wall St. Rank hold LOW as of Q1 2022.

Financial Partners Capital Management reported no remaining Lowe's Companies position as of Q1 2022 after selling out during the quarter.
Financial Partners Capital Management sold 1,000 Lowe's Companies shares in Q1 2022, an estimated $258K.
Financial Partners Capital Management first reported a position in Lowe's Companies in Q4 2013 and held it in 11 quarters.
Financial Partners Capital Management's Lowe's Companies position peaked at $712K in Q4 2015.
2,310 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2022.

Based on Financial Partners Capital Management's 13F filing for Q1 2022, filed 27 Feb 2023.