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

Minot 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	$4.5M	Sell	25,762 -3,243	-11%	-$625K	1.16%	23
2022 Q1	$5.87M	Buy	29,005 +1,838	+7%	+$423K	1.26%	24
2021 Q4	$7.02M	Buy	27,167 +350	+1%	+$83.2K	1.35%	20
2021 Q3	$5.44M	Buy	26,817 +673	+3%	+$134K	1.18%	28
2021 Q2	$5.08M	Buy	26,144 +2,121	+9%	+$415K	1.11%	29
2021 Q1	$4.57M	Buy	24,023 +2,144	+10%	+$368K	1.17%	32
2020 Q4	$3.51M	Buy	21,879 +3,587	+20%	+$583K	1.05%	37
2020 Q3	$3.03M	Buy	18,292 +2,198	+14%	+$338K	1.14%	33
2020 Q2	$2.17M	Buy	16,094 +3,688	+30%	+$421K	1.09%	38
2020 Q1	$1.07M	Sell	12,406 -2,179	-15%	-$238K	0.77%	47
2019 Q4	$1.78M	Buy	+14,585	New	+$1.67M	0.81%	42

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

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

Minot Wealth Management reduced its Lowe's Companies (LOW) stake by 11% in Q2 2022, selling an estimated $625K and leaving 25,762 shares worth $4.5M. The position accounts for 1.16% of the portfolio, ranked #23.

Minot Wealth Management first reported a position in LOW in Q4 2019 and has held it in 11 quarters since. The position peaked at $7.02M in Q4 2021. 2,168 funds tracked by Wall St. Rank hold LOW as of Q2 2022.

Minot Wealth Management held 25,762 shares of Lowe's Companies worth $4.5M as of Q2 2022.
Minot Wealth Management sold 3,243 Lowe's Companies shares in Q2 2022, an estimated $625K.
Lowe's Companies made up 1.16% of Minot Wealth Management's portfolio in Q2 2022, its #23 holding.
Minot Wealth Management first reported a position in Lowe's Companies in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's Lowe's Companies position peaked at $7.02M in Q4 2021.
2,168 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.