MFW
LOW icon

Mosaic Family Wealth’s Lowe's Companies LOW Stock Holding History

Mosaic Family 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
2021
Q4 		$962K Sell
3,721
-297
-7% -$70.6K 0.25% 59
2021
Q3 		$815K Sell
4,018
-55
-1% -$11K 0.23% 65
2021
Q2 		$790K Buy
4,073
+46
+1% +$9K 0.23% 58
2021
Q1 		$766K Buy
4,027
+2
+0% +$343 0.22% 60
2020
Q4 		$646K Sell
4,025
-109
-3% -$17.7K 0.22% 67
2020
Q3 		$686K Buy
4,134
+1
+0% +$154 0.26% 59
2020
Q2 		$558K Buy
4,133
+3
+0.1% +$343 0.23% 57
2020
Q1 		$355K Sell
4,130
-185
-4% -$20.2K 0.18% 83
2019
Q4 		$517K Sell
4,315
-698
-14% -$79.8K 0.21% 77
2019
Q3 		$551K Buy
5,013
+2
+0% +$211 0.23% 75
2019
Q2 		$506K Buy
5,011
+202
+4% +$21.3K 0.21% 79
2019
Q1 		$526K Buy
4,809
+77
+2% +$7.68K 0.21% 67
2018
Q4 		$437K Hold
4,732
– – 0.18% 77
2018
Q3 		$452K Sell
4,732
-114
-2% -$11.9K 0.18% 83
2018
Q2 		$463K Buy
4,846
+491
+11% +$44.4K 0.18% 87
2018
Q1 		$382K Sell
4,355
-481
-10% -$45.5K 0.14% 101
2017
Q4 		$449K Sell
4,836
-7,218
-60% -$597K 0.16% 96
2017
Q3 		$964K Buy
12,054
+613
+5% +$46.9K 0.37% 45
2017
Q2 		$887K Sell
11,441
-299
-3% -$24.4K 0.37% 47
2017
Q1 		$965K Buy
11,740
+2,423
+26% +$185K 0.42% 42
2016
Q4 		$664K Buy
9,317
+5,802
+165% +$410K 0.31% 58
2016
Q3 		$254K Sell
3,515
-98
-3% -$7.62K 0.12% 146
2016
Q2 		$287K Sell
3,613
-304
-8% -$23.5K 0.14% 126
2016
Q1 		$296K Buy
3,917
+8
+0.2% +$564 0.14% 117
2015
Q4 		$297K Buy
+3,909
New +$290K 0.13% 119

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mosaic Family Wealth's LOW Position: Q4 2021 in Review

Mosaic Family Wealth reduced its Lowe's Companies (LOW) stake by 7.4% in Q4 2021, selling an estimated $70.6K and leaving 3,721 shares worth $962K. The position accounts for 0.25% of the portfolio, ranked #59.

Mosaic Family Wealth first reported a position in LOW in Q4 2015 and has held it in 25 quarters since. The position peaked at $965K in Q1 2017. 2,411 funds tracked by Wall St. Rank hold LOW as of Q4 2021.

  • Mosaic Family Wealth held 3,721 shares of Lowe's Companies worth $962K as of Q4 2021.
  • Mosaic Family Wealth sold 297 Lowe's Companies shares in Q4 2021, an estimated $70.6K.
  • Lowe's Companies made up 0.25% of Mosaic Family Wealth's portfolio in Q4 2021, its #59 holding.
  • Mosaic Family Wealth first reported a position in Lowe's Companies in Q4 2015 and has held it in 25 quarters since.
  • Mosaic Family Wealth's Lowe's Companies position peaked at $965K in Q1 2017.
  • 2,411 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.