Highland Private Wealth Management’s Lowe's Companies LOW Stock Holding History

Highland Private Wealth 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 Q4	–	Sell	-3,199	Closed	-$601K	–	90
2022 Q3	$601K	Sell	3,199 -39	-1%	-$7.6K	0.1%	78
2022 Q2	$565K	Buy	3,238 +168	+5%	+$32.4K	0.09%	88
2022 Q1	$620K	Sell	3,070 -75	-2%	-$17.3K	0.08%	82
2021 Q4	$813K	Sell	3,145 -1,497	-32%	-$356K	0.1%	71
2021 Q3	$941K	Buy	4,642 +1,708	+58%	+$340K	0.13%	56
2021 Q2	$569K	Sell	2,934 -4	-0.1%	-$783	0.08%	82
2021 Q1	$558K	Buy	2,938 +100	+4%	+$17.2K	0.09%	80
2020 Q4	$455K	Buy	2,838 +42	+2%	+$6.82K	0.08%	83
2020 Q3	$464K	Buy	2,796 +434	+18%	+$66.8K	0.09%	78
2020 Q2	$319K	Sell	2,362 -765	-24%	-$87.4K	0.07%	90
2020 Q1	$269K	Buy	3,127 +223	+8%	+$24.4K	0.07%	93
2019 Q4	$348K	Sell	2,904 -60	-2%	-$6.86K	0.08%	84
2019 Q3	$326K	Sell	2,964 -38	-1%	-$4.01K	0.09%	76
2019 Q2	$303K	Sell	3,002 -9	-0.3%	-$949	0.09%	84
2019 Q1	$330K	Buy	3,011 +13	+0.4%	+$1.3K	0.1%	77
2018 Q4	$277K	Sell	2,998 -194	-6%	-$18.7K	0.1%	76
2018 Q3	$366K	Sell	3,192 -38	-1%	-$3.96K	0.12%	69
2018 Q2	$309K	Buy	+3,230	New	+$292K	0.11%	79
2018 Q1	–	Sell	-3,180	Closed	-$295K	–	133
2017 Q4	$295K	Sell	3,180 -2	-0.1%	-$165	0.12%	73
2017 Q3	$255K	Buy	+3,182	New	+$244K	0.11%	76
2017 Q2	–	Sell	-2,820	Closed	-$232K	–	87
2017 Q1	$232K	Sell	2,820 -326	-10%	-$25K	0.12%	67
2016 Q4	$223K	Buy	+3,146	New	+$223K	0.11%	68
2016 Q3	–	Sell	-2,734	Closed	-$217K	–	82
2016 Q2	$217K	Buy	2,734 +29	+1%	+$2.24K	0.12%	68
2016 Q1	$204K	Buy	+2,705	New	+$191K	0.12%	67

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Highland Private Wealth Management's LOW Position: Q4 2022 in Review

Highland Private Wealth Management sold out of Lowe's Companies (LOW) in Q4 2022, closing a stake of 3,199 shares — an estimated $601K sold.

Highland Private Wealth Management first reported a position in LOW in Q1 2016 and held it in 24 quarters. The position peaked at $941K in Q3 2021. 2,296 funds tracked by Wall St. Rank hold LOW as of Q4 2022.

Highland Private Wealth Management reported no remaining Lowe's Companies position as of Q4 2022 after selling out during the quarter.
Highland Private Wealth Management sold 3,199 Lowe's Companies shares in Q4 2022, an estimated $601K.
Highland Private Wealth Management first reported a position in Lowe's Companies in Q1 2016 and held it in 24 quarters.
Highland Private Wealth Management's Lowe's Companies position peaked at $941K in Q3 2021.
2,296 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.