Marietta Investment Partners’s Lowe's Companies LOW Stock Holding History

Marietta Investment Partners’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	–	Sell	-1,702	Closed	-$339K	–	161
2022 Q4	$339K	Sell	1,702 -39	-2%	-$7.79K	0.1%	143
2022 Q3	$317K	Sell	1,741 -177	-9%	-$34.5K	0.09%	140
2022 Q2	$335K	Sell	1,918 -10	-0.5%	-$1.93K	0.1%	134
2022 Q1	$390K	Buy	1,928 +70	+4%	+$16.1K	0.09%	145
2021 Q4	$480K	Buy	1,858 +237	+15%	+$56.3K	0.1%	138
2021 Q3	$329K	Buy	1,621 +50	+3%	+$9.96K	0.08%	157
2021 Q2	$305K	Hold	1,571	–	–	0.07%	155
2021 Q1	$299K	Hold	1,571	–	–	0.07%	150
2020 Q4	$252K	Buy	1,571 +60	+4%	+$9.75K	0.06%	139
2020 Q3	$251K	Buy	+1,511	New	+$233K	0.08%	129

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

Marietta Investment Partners's LOW Position: Q1 2023 in Review

Marietta Investment Partners sold out of Lowe's Companies (LOW) in Q1 2023, closing a stake of 1,702 shares — an estimated $339K sold.

Marietta Investment Partners first reported a position in LOW in Q3 2020 and held it in 10 quarters. The position peaked at $480K in Q4 2021. 2,296 funds tracked by Wall St. Rank hold LOW as of Q1 2023.

Marietta Investment Partners reported no remaining Lowe's Companies position as of Q1 2023 after selling out during the quarter.
Marietta Investment Partners sold 1,702 Lowe's Companies shares in Q1 2023, an estimated $339K.
Marietta Investment Partners first reported a position in Lowe's Companies in Q3 2020 and held it in 10 quarters.
Marietta Investment Partners's Lowe's Companies position peaked at $480K in Q4 2021.
2,296 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2023.

Based on Marietta Investment Partners's 13F filing for Q1 2023, filed 15 May 2023.