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

MorganRosel 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	–	Sell	-4,229	Closed	-$855K	–	93
2022 Q1	$855K	Buy	+4,229	New	+$973K	0.41%	50
2021 Q4	–	Sell	-2,901	Closed	-$588K	–	86
2021 Q3	$588K	Sell	2,901 -754	-21%	-$150K	0.32%	59
2021 Q2	$709K	Sell	3,655 -123	-3%	-$24.1K	0.4%	52
2021 Q1	$719K	Sell	3,778 -28	-0.7%	-$4.8K	0.45%	47
2020 Q4	$611K	Buy	3,806 +114	+3%	+$18.5K	0.43%	48
2020 Q3	$612K	Buy	+3,692	New	+$569K	0.49%	42
2019 Q2	–	Sell	-7,999	Closed	-$876K	–	76
2019 Q1	$876K	Sell	7,999 -443	-5%	-$44.2K	0.74%	26
2018 Q4	$780K	Buy	+8,442	New	+$814K	0.81%	27

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

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

MorganRosel Wealth Management sold out of Lowe's Companies (LOW) in Q2 2022, closing a stake of 4,229 shares — an estimated $855K sold.

MorganRosel Wealth Management first reported a position in LOW in Q4 2018 and held it in 8 quarters. The position peaked at $876K in Q1 2019. 2,167 funds tracked by Wall St. Rank hold LOW as of Q2 2022.

MorganRosel Wealth Management reported no remaining Lowe's Companies position as of Q2 2022 after selling out during the quarter.
MorganRosel Wealth Management sold 4,229 Lowe's Companies shares in Q2 2022, an estimated $855K.
MorganRosel Wealth Management first reported a position in Lowe's Companies in Q4 2018 and held it in 8 quarters.
MorganRosel Wealth Management's Lowe's Companies position peaked at $876K in Q1 2019.
2,167 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2022.

Based on MorganRosel Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.