HighTower Trust’s Lowe's Companies LOW Stock Holding History

HighTower Trust’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	$906K	Buy	4,608 +6	+0.1%	+$1.22K	0.09%	114
2022 Q4	$921K	Buy	4,602 +127	+3%	+$25.4K	0.09%	107
2022 Q3	$840K	Buy	+4,475	New	+$872K	0.09%	106
2022 Q2	–	Sell	-4,087	Closed	-$826K	–	297
2022 Q1	$826K	Buy	4,087 +805	+25%	+$185K	0.08%	117
2021 Q4	$848K	Buy	+3,282	New	+$780K	0.08%	114

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

HighTower Trust's LOW Position: Q1 2023 in Review

HighTower Trust increased its Lowe's Companies (LOW) stake by 0.13% in Q1 2023, buying an estimated $1.22K and bringing the position to 4,608 shares worth $906K. The position accounts for 0.09% of the portfolio, ranked #114.

HighTower Trust first reported a position in LOW in Q4 2021 and has held it in 5 quarters since. The position peaked at $921K in Q4 2022. 2,297 funds tracked by Wall St. Rank hold LOW as of Q1 2023.

HighTower Trust held 4,608 shares of Lowe's Companies worth $906K as of Q1 2023.
HighTower Trust bought 6 Lowe's Companies shares in Q1 2023, an estimated $1.22K.
Lowe's Companies made up 0.09% of HighTower Trust's portfolio in Q1 2023, its #114 holding.
HighTower Trust first reported a position in Lowe's Companies in Q4 2021 and has held it in 5 quarters since.
HighTower Trust's Lowe's Companies position peaked at $921K in Q4 2022.
2,297 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.