Goodwin Investment Advisory’s Lowe's Companies LOW Stock Holding History

Goodwin Investment Advisory’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	-114	Closed	-$22.7K	–	158
2022 Q4	$22.7K	Hold	114	–	–	0.02%	116
2022 Q3	$21K	Hold	114	–	–	0.02%	121
2022 Q2	$19.9K	Hold	114	–	–	0.02%	101
2022 Q1	$23K	Sell	114 -407	-78%	-$93.6K	0.02%	117
2021 Q4	$135K	Hold	521	–	–	0.1%	45
2021 Q3	$106K	Hold	521	–	–	0.1%	44
2021 Q2	$101K	Hold	521	–	–	0.11%	40
2021 Q1	$99K	Buy	+521	New	+$89.4K	0.12%	35

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

Goodwin Investment Advisory's LOW Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Lowe's Companies (LOW) in Q1 2023, closing a stake of 114 shares — an estimated $22.7K sold.

Goodwin Investment Advisory first reported a position in LOW in Q1 2021 and held it in 8 quarters. The position peaked at $135K in Q4 2021. 2,296 funds tracked by Wall St. Rank hold LOW as of Q1 2023.

Goodwin Investment Advisory reported no remaining Lowe's Companies position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 114 Lowe's Companies shares in Q1 2023, an estimated $22.7K.
Goodwin Investment Advisory first reported a position in Lowe's Companies in Q1 2021 and held it in 8 quarters.
Goodwin Investment Advisory's Lowe's Companies position peaked at $135K in Q4 2021.
2,296 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.