Lenox Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Lenox Wealth Advisors’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	$87K	Sell	422 -7	-2%	-$1.61K	0.01%	183
2021 Q4	$111K	Buy	429 +398	+1,284%	+$94.6K	0.01%	160
2021 Q3	$6K	Buy	31 +5	+19%	+$996	﹤0.01%	532
2021 Q2	$5K	Sell	26 -70	-73%	-$13.7K	﹤0.01%	554
2021 Q1	$18K	Buy	96 +93	+3,100%	+$16K	﹤0.01%	329
2020 Q4	$0	Buy	+3	New	+$487	﹤0.01%	648
2020 Q3	–	Sell	-85	Closed	-$11K	–	619
2020 Q2	$11K	Buy	+85	New	+$9.71K	﹤0.01%	366
2020 Q1	–	Sell	-8	Closed	-$1K	–	876
2019 Q4	$1K	Buy	+8	New	+$915	﹤0.01%	684
2018 Q3	–	Sell	-324	Closed	-$31K	–	477
2018 Q2	$31K	Buy	+324	New	+$29.3K	0.01%	187
2017 Q4	–	Sell	-6	Closed	–	–	426
2017 Q3	$0	Sell	6 -532	-99%	-$40.7K	﹤0.01%	263
2017 Q2	$42K	Buy	+538	New	+$44K	0.01%	66
2016 Q1	–	Sell	-86	Closed	-$7K	–	345
2015 Q4	$7K	Buy	+86	New	+$6.39K	﹤0.01%	200
2014 Q4	–	Sell	-140	Closed	-$7K	–	334
2014 Q3	$7K	Hold	140	–	–	﹤0.01%	203
2014 Q2	$7K	Hold	140	–	–	﹤0.01%	153
2014 Q1	$7K	Sell	140 -77	-35%	-$3.72K	﹤0.01%	147
2013 Q4	$11K	Buy	217 +77	+55%	+$3.74K	0.01%	158
2013 Q3	$7K	Hold	140	–	–	0.01%	128
2013 Q2	$6K	Buy	+140	New	+$5.63K	0.01%	165

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

Lenox Wealth Advisors's LOW Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Lowe's Companies (LOW) stake by 1.6% in Q1 2022, selling an estimated $1.61K and leaving 422 shares worth $87K. The position accounts for 0.01% of the portfolio, ranked #183.

Lenox Wealth Advisors first reported a position in LOW in Q2 2013 and has held it in 18 quarters since. The position peaked at $111K in Q4 2021. 2,311 funds tracked by Wall St. Rank hold LOW as of Q1 2022.

Lenox Wealth Advisors held 422 shares of Lowe's Companies worth $87K as of Q1 2022.
Lenox Wealth Advisors sold 7 Lowe's Companies shares in Q1 2022, an estimated $1.61K.
Lowe's Companies made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #183 holding.
Lenox Wealth Advisors first reported a position in Lowe's Companies in Q2 2013 and has held it in 18 quarters since.
Lenox Wealth Advisors's Lowe's Companies position peaked at $111K in Q4 2021.
2,311 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.