LRIA
LOW icon

Leonard Rickey Investment Advisors’s Lowe's Companies LOW Stock Holding History

Leonard Rickey Investment 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 		– Sell
-838
Closed -$217K – 72
2021
Q4 		$217K Sell
838
-450
-35% -$107K 0.08% 69
2021
Q3 		$261K Buy
1,288
+17
+1% +$3.39K 0.11% 59
2021
Q2 		$250K Sell
1,271
-68
-5% -$13.3K 0.11% 61
2021
Q1 		$255K Buy
1,339
+68
+5% +$11.7K 0.1% 60
2020
Q4 		$204K Buy
+1,271
New +$206K 0.09% 61

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Leonard Rickey Investment Advisors's LOW Position: Q1 2022 in Review

Leonard Rickey Investment Advisors sold out of Lowe's Companies (LOW) in Q1 2022, closing a stake of 838 shares — an estimated $217K sold.

Leonard Rickey Investment Advisors first reported a position in LOW in Q4 2020 and held it in 5 quarters. The position peaked at $261K in Q3 2021. 2,310 funds tracked by Wall St. Rank hold LOW as of Q1 2022.

  • Leonard Rickey Investment Advisors reported no remaining Lowe's Companies position as of Q1 2022 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 838 Lowe's Companies shares in Q1 2022, an estimated $217K.
  • Leonard Rickey Investment Advisors first reported a position in Lowe's Companies in Q4 2020 and held it in 5 quarters.
  • Leonard Rickey Investment Advisors's Lowe's Companies position peaked at $261K in Q3 2021.
  • 2,310 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2022.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.