LeJeune Puetz Investment Counsel’s Lowe's Companies LOW Stock Holding History

LeJeune Puetz Investment Counsel’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	$1.41M	Buy	7,057 +10	+0.1%	+$2.03K	0.51%	69
2022 Q4	$1.4M	Buy	7,047 +1	+0%	+$200	0.52%	68
2022 Q3	$1.32M	Hold	7,046	–	–	0.54%	63
2022 Q2	$1.23M	Sell	7,046 -1	-0%	-$193	0.48%	72
2022 Q1	$1.42M	Sell	7,047 -224	-3%	-$51.5K	0.5%	72
2021 Q4	$1.88M	Sell	7,271 -200	-3%	-$47.5K	0.63%	49
2021 Q3	$1.52M	Buy	7,471 +256	+4%	+$51K	0.55%	61
2021 Q2	$1.4M	Sell	7,215 -330	-4%	-$64.6K	0.52%	67
2021 Q1	$1.44M	Sell	7,545 -150	-2%	-$25.7K	0.56%	61
2020 Q4	$1.24M	Sell	7,695 -220	-3%	-$35.7K	0.53%	62
2020 Q3	$1.31M	Hold	7,915	–	–	0.64%	57
2020 Q2	$1.07M	Sell	7,915 -800	-9%	-$91.4K	0.56%	62
2020 Q1	$750K	Sell	8,715 -634	-7%	-$69.3K	0.44%	71
2019 Q4	$1.12M	Sell	9,349 -399	-4%	-$45.6K	0.53%	64
2019 Q3	$1.07M	Sell	9,748 -204	-2%	-$21.5K	0.54%	61
2019 Q2	$1M	Buy	9,952 +196	+2%	+$20.7K	0.52%	60
2019 Q1	$1.07M	Buy	9,756 +1	+0%	+$100	0.58%	57
2018 Q4	$901K	Buy	9,755 +634	+7%	+$61.1K	0.56%	59
2018 Q3	$1.05M	Buy	9,121 +1	+0%	+$104	0.6%	60
2018 Q2	$872K	Buy	9,120 +1,050	+13%	+$95K	0.54%	65
2018 Q1	$708K	Buy	8,070 +401	+5%	+$38K	0.43%	81
2017 Q4	$713K	Sell	7,669 -4	-0.1%	-$331	0.44%	78
2017 Q3	$613K	Sell	7,673 -359	-4%	-$27.5K	0.39%	85
2017 Q2	$623K	Hold	8,032	–	–	0.42%	82
2017 Q1	$660K	Buy	8,032 +1	+0%	+$77	0.47%	75
2016 Q4	$571K	Buy	+8,031	New	+$568K	0.44%	80

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

LeJeune Puetz Investment Counsel's LOW Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel increased its Lowe's Companies (LOW) stake by 0.14% in Q1 2023, buying an estimated $2.03K and bringing the position to 7,057 shares worth $1.41M. The position accounts for 0.51% of the portfolio, ranked #69.

LeJeune Puetz Investment Counsel first reported a position in LOW in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.88M in Q4 2021. 2,297 funds tracked by Wall St. Rank hold LOW as of Q1 2023.

LeJeune Puetz Investment Counsel held 7,057 shares of Lowe's Companies worth $1.41M as of Q1 2023.
LeJeune Puetz Investment Counsel bought 10 Lowe's Companies shares in Q1 2023, an estimated $2.03K.
Lowe's Companies made up 0.51% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #69 holding.
LeJeune Puetz Investment Counsel first reported a position in Lowe's Companies in Q4 2016 and has held it in 26 quarters since.
LeJeune Puetz Investment Counsel's Lowe's Companies position peaked at $1.88M in Q4 2021.
2,297 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.