Joseph P. Lucia & Associates’s Lowe's Companies LOW Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-136	Closed	-$24K	–	290
2022 Q2	$24K	Hold	136	–	–	0.02%	232
2022 Q1	$27K	Buy	+136	New	+$31.3K	0.02%	236
2021 Q4	–	Sell	-136	Closed	-$28K	–	363
2021 Q3	$28K	Hold	136	–	–	0.02%	269
2021 Q2	$26K	Hold	136	–	–	0.02%	290
2021 Q1	$26K	Buy	136 +26	+24%	+$4.46K	0.01%	271
2020 Q4	$18K	Buy	+110	New	+$17.9K	0.01%	281

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Joseph P. Lucia & Associates's LOW Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Lowe's Companies (LOW) in Q3 2022, closing a stake of 136 shares — an estimated $24K sold.

Joseph P. Lucia & Associates first reported a position in LOW in Q4 2020 and held it in 6 quarters. The position peaked at $28K in Q3 2021. 2,171 funds tracked by Wall St. Rank hold LOW as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Lowe's Companies position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 136 Lowe's Companies shares in Q3 2022, an estimated $24K.
Joseph P. Lucia & Associates first reported a position in Lowe's Companies in Q4 2020 and held it in 6 quarters.
Joseph P. Lucia & Associates's Lowe's Companies position peaked at $28K in Q3 2021.
2,171 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.