IRON Financial’s Lowe's Companies LOW Stock Holding History

IRON Financial’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	-1,425	Closed	-$368K	–	121
2021 Q4	$368K	Buy	1,425 +43	+3%	+$10.2K	0.16%	76
2021 Q3	$280K	Buy	1,382 +178	+15%	+$35.5K	0.13%	84
2021 Q2	$234K	Buy	1,204 +130	+12%	+$25.4K	0.11%	94
2021 Q1	$204K	Buy	+1,074	New	+$184K	0.11%	100

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

IRON Financial's LOW Position: Q1 2022 in Review

IRON Financial sold out of Lowe's Companies (LOW) in Q1 2022, closing a stake of 1,425 shares — an estimated $368K sold.

IRON Financial first reported a position in LOW in Q1 2021 and held it in 4 quarters. The position peaked at $368K in Q4 2021. 2,311 funds tracked by Wall St. Rank hold LOW as of Q1 2022.

IRON Financial reported no remaining Lowe's Companies position as of Q1 2022 after selling out during the quarter.
IRON Financial sold 1,425 Lowe's Companies shares in Q1 2022, an estimated $368K.
IRON Financial first reported a position in Lowe's Companies in Q1 2021 and held it in 4 quarters.
IRON Financial's Lowe's Companies position peaked at $368K in Q4 2021.
2,311 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2022.

Based on IRON Financial's 13F filing for Q1 2022, filed 4 May 2022.