Ford Financial Group’s Lowe's Companies LOW Stock Holding History

Ford Financial Group’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	–	Sell	-1,015	Closed	-$202K	–	58
2022 Q4	$202K	Buy	+1,015	New	+$203K	0.08%	112
2022 Q2	–	Sell	-1,015	Closed	-$205K	–	131
2022 Q1	$205K	Hold	1,015	–	–	0.08%	121
2021 Q4	$262	Hold	1,015	–	–	0.05%	83
2021 Q3	$205K	Hold	1,015	–	–	0.08%	94
2021 Q2	$196K	Buy	+1,015	New	+$199K	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

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

Ford Financial Group's LOW Position: Q1 2023 in Review

Ford Financial Group sold out of Lowe's Companies (LOW) in Q1 2023, closing a stake of 1,015 shares — an estimated $202K sold.

Ford Financial Group first reported a position in LOW in Q2 2021 and held it in 5 quarters. The position peaked at $205K in Q1 2022. 2,296 funds tracked by Wall St. Rank hold LOW as of Q1 2023.

Ford Financial Group reported no remaining Lowe's Companies position as of Q1 2023 after selling out during the quarter.
Ford Financial Group sold 1,015 Lowe's Companies shares in Q1 2023, an estimated $202K.
Ford Financial Group first reported a position in Lowe's Companies in Q2 2021 and held it in 5 quarters.
Ford Financial Group's Lowe's Companies position peaked at $205K in Q1 2022.
2,296 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.