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McElhenny Sheffield Capital Management’s Lowe's Companies LOW Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-140
Closed -$27.9K – 380
2022
Q4 		$27.9K Buy
+140
New +$28K 0.01% 227

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State Street
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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
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

McElhenny Sheffield Capital Management's LOW Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Lowe's Companies (LOW) in Q1 2023, closing a stake of 140 shares — an estimated $27.9K sold.

McElhenny Sheffield Capital Management first reported a position in LOW in Q4 2022 and held it in 1 quarter. The position peaked at $27.9K in Q4 2022. 2,296 funds tracked by Wall St. Rank hold LOW as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Lowe's Companies position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 140 Lowe's Companies shares in Q1 2023, an estimated $27.9K.
  • McElhenny Sheffield Capital Management first reported a position in Lowe's Companies in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Lowe's Companies position peaked at $27.9K in Q4 2022.
  • 2,296 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.