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

MinichMacGregor 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
2023 Q1	–	Sell	-54	Closed	-$10.8K	–	391
2022 Q4	$10.8K	Buy	+54	New	+$10.8K	﹤0.01%	399
2020 Q2	–	Sell	-6,514	Closed	-$615K	–	92
2020 Q1	$615K	Buy	+6,514	New	+$712K	0.55%	53
2018 Q4	–	Sell	-79	Closed	-$9K	–	321
2018 Q3	$9K	Buy	79 +37	+88%	+$3.85K	0.01%	326
2018 Q2	$4K	Sell	42 -19	-31%	-$1.72K	﹤0.01%	403
2018 Q1	$5K	Buy	61 +2	+3%	+$189	﹤0.01%	376
2017 Q4	$5K	Hold	59	–	–	﹤0.01%	370
2017 Q3	$4K	Buy	59 +5	+9%	+$383	﹤0.01%	363
2017 Q2	$4K	Buy	54 +9	+20%	+$736	﹤0.01%	359
2017 Q1	$3K	Sell	45 -99	-69%	-$7.58K	﹤0.01%	368
2016 Q4	$10K	Sell	144 -23	-14%	-$1.63K	0.01%	261
2016 Q3	$12K	Buy	167 +105	+169%	+$8.17K	0.01%	246
2016 Q2	$4K	Buy	62 +20	+48%	+$1.55K	﹤0.01%	339
2016 Q1	$3K	Buy	42 +20	+91%	+$1.41K	﹤0.01%	342
2015 Q4	$1K	Buy	+22	New	+$1.63K	﹤0.01%	352

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

MinichMacGregor Wealth Management's LOW Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Lowe's Companies (LOW) in Q1 2023, closing a stake of 54 shares — an estimated $10.8K sold.

MinichMacGregor Wealth Management first reported a position in LOW in Q4 2015 and held it in 14 quarters. The position peaked at $615K in Q1 2020. 2,296 funds tracked by Wall St. Rank hold LOW as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Lowe's Companies position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 54 Lowe's Companies shares in Q1 2023, an estimated $10.8K.
MinichMacGregor Wealth Management first reported a position in Lowe's Companies in Q4 2015 and held it in 14 quarters.
MinichMacGregor Wealth Management's Lowe's Companies position peaked at $615K in Q1 2020.
2,296 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.