Loveless Wealth Management’s Lowe's Companies LOW Stock Holding History

Loveless Wealth Management’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 Q2	$668K	Buy	3,823 +28	+0.7%	+$5.4K	0.44%	73
2022 Q1	$767K	Sell	3,795 -20	-0.5%	-$4.6K	0.43%	73
2021 Q4	$986K	Sell	3,815 -50	-1%	-$11.9K	0.54%	60
2021 Q3	$784K	Sell	3,865 -75	-2%	-$14.9K	0.48%	67
2021 Q2	$764K	Buy	3,940 +110	+3%	+$21.5K	0.46%	69
2021 Q1	$728K	Hold	3,830	–	–	0.48%	65
2020 Q4	$615K	Sell	3,830 -175	-4%	-$28.4K	0.45%	69
2020 Q3	$664K	Sell	4,005 -60	-1%	-$9.24K	0.56%	60
2020 Q2	$549K	Sell	4,065 -50	-1%	-$5.71K	0.51%	66
2020 Q1	$354K	Hold	4,115	–	–	0.42%	69
2019 Q4	$492K	Buy	+4,115	New	+$471K	0.42%	68

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

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

Loveless Wealth Management's LOW Position: Q2 2022 in Review

Loveless Wealth Management increased its Lowe's Companies (LOW) stake by 0.74% in Q2 2022, buying an estimated $5.4K and bringing the position to 3,823 shares worth $668K. The position accounts for 0.44% of the portfolio, ranked #73.

Loveless Wealth Management first reported a position in LOW in Q4 2019 and has held it in 11 quarters since. The position peaked at $986K in Q4 2021. 2,167 funds tracked by Wall St. Rank hold LOW as of Q2 2022.

Loveless Wealth Management held 3,823 shares of Lowe's Companies worth $668K as of Q2 2022.
Loveless Wealth Management bought 28 Lowe's Companies shares in Q2 2022, an estimated $5.4K.
Lowe's Companies made up 0.44% of Loveless Wealth Management's portfolio in Q2 2022, its #73 holding.
Loveless Wealth Management first reported a position in Lowe's Companies in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's Lowe's Companies position peaked at $986K in Q4 2021.
2,167 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.