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Milestone Wealth’s Lowe's Companies LOW Stock Holding History

Milestone Wealth’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
Q3 		$235K Hold
1,249
– – 0.26% 40
2022
Q2 		$218K Sell
1,249
-20
-2% -$3.86K 0.23% 48
2022
Q1 		$328K Hold
1,269
– – 0.27% 42
2021
Q4 		$328K Buy
+1,269
New +$302K 0.26% 42

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Milestone Wealth's LOW Position: Q3 2022 in Review

Milestone Wealth held its Lowe's Companies (LOW) position steady in Q3 2022 at 1,249 shares worth $235K. The position accounts for 0.26% of the portfolio, ranked #40.

Milestone Wealth first reported a position in LOW in Q4 2021 and has held it in 4 quarters since. The position peaked at $328K in Q1 2022. 2,174 funds tracked by Wall St. Rank hold LOW as of Q3 2022.

  • Milestone Wealth held 1,249 shares of Lowe's Companies worth $235K as of Q3 2022.
  • Milestone Wealth left its Lowe's Companies share count unchanged in Q3 2022.
  • Lowe's Companies made up 0.26% of Milestone Wealth's portfolio in Q3 2022, its #40 holding.
  • Milestone Wealth first reported a position in Lowe's Companies in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Lowe's Companies position peaked at $328K in Q1 2022.
  • 2,174 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.