HMS Capital Management’s Lowe's Companies LOW Stock Holding History

HMS 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	-1,819	Closed	-$470K	–	128
2021 Q4	$470K	Sell	1,819 -44	-2%	-$10.5K	0.2%	95
2021 Q3	$378K	Sell	1,863 -245	-12%	-$48.8K	0.18%	107
2021 Q2	$409K	Buy	2,108 +237	+13%	+$46.4K	0.18%	105
2021 Q1	$356K	Buy	1,871 +15	+0.8%	+$2.57K	0.15%	97
2020 Q4	$298K	Sell	1,856 -19	-1%	-$3.09K	0.14%	116
2020 Q3	$311K	Sell	1,875 -38	-2%	-$5.85K	0.12%	130
2020 Q2	$258K	Buy	+1,913	New	+$218K	0.11%	135
2020 Q1	–	Sell	-8,446	Closed	-$1.01M	–	126
2019 Q4	$1.01M	Buy	8,446 +111	+1%	+$12.7K	0.43%	63
2019 Q3	$917K	Buy	8,335 +1,266	+18%	+$134K	0.34%	84
2019 Q2	$713K	Buy	+7,069	New	+$746K	0.31%	81

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

HMS Capital Management's LOW Position: Q1 2022 in Review

HMS Capital Management sold out of Lowe's Companies (LOW) in Q1 2022, closing a stake of 1,819 shares — an estimated $470K sold.

HMS Capital Management first reported a position in LOW in Q2 2019 and held it in 10 quarters. The position peaked at $1.01M in Q4 2019. 2,310 funds tracked by Wall St. Rank hold LOW as of Q1 2022.

HMS Capital Management reported no remaining Lowe's Companies position as of Q1 2022 after selling out during the quarter.
HMS Capital Management sold 1,819 Lowe's Companies shares in Q1 2022, an estimated $470K.
HMS Capital Management first reported a position in Lowe's Companies in Q2 2019 and held it in 10 quarters.
HMS Capital Management's Lowe's Companies position peaked at $1.01M in Q4 2019.
2,310 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2022.

Based on HMS Capital Management's 13F filing for Q1 2022, filed 20 Apr 2022.