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Next Financial Group’s Lowe's Companies LOW Stock Holding History

Next Financial Group’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 		$612K Buy
2,366
+898
+61% +$213K 0.04% 460
2021
Q3 		$298K Buy
1,468
+327
+29% +$65.2K 0.02% 668
2021
Q2 		$222K Buy
1,141
+13
+1% +$2.54K 0.02% 786
2021
Q1 		$215K Sell
1,128
-236
-17% -$40.5K 0.02% 748
2020
Q4 		$219K Sell
1,364
-935
-41% -$152K 0.02% 686
2020
Q3 		$381K Buy
2,299
+672
+41% +$103K 0.04% 418
2020
Q2 		$220K Buy
1,627
+178
+12% +$20.3K 0.03% 510
2020
Q1 		$125K Buy
1,449
+134
+10% +$14.6K 0.02% 690
2019
Q4 		$157K Buy
1,315
+277
+27% +$31.7K 0.02% 773
2019
Q3 		$114K Buy
1,038
+112
+12% +$11.8K 0.01% 863
2019
Q2 		$93K Buy
926
+383
+71% +$40.4K 0.01% 938
2019
Q1 		$59K Sell
543
-691
-56% -$69K 0.01% 685
2018
Q4 		$114K Buy
1,234
+605
+96% +$58.3K 0.02% 556
2018
Q3 		$72K Buy
+629
New +$65.5K 0.03% 453
2017
Q4 		– Sell
-1,818
Closed -$150K – 909
2017
Q3 		$150K Sell
1,818
-610
-25% -$46.7K 0.04% 385
2017
Q2 		$188K Sell
2,428
-273
-10% -$22.3K 0.05% 373
2017
Q1 		$229K Buy
2,701
+147
+6% +$11.3K 0.06% 285
2016
Q4 		$182K Buy
2,554
+251
+11% +$17.8K 0.03% 497
2016
Q3 		$166K Buy
2,303
+453
+24% +$35.2K 0.03% 515
2016
Q2 		$146K Buy
1,850
+4
+0.2% +$309 0.05% 368
2016
Q1 		$139K Buy
1,846
+4
+0.2% +$282 0.05% 353
2015
Q4 		$140K Sell
1,842
-531
-22% -$39.4K 0.05% 340
2015
Q3 		$163K Buy
2,373
+808
+52% +$55.6K 0.06% 324
2015
Q2 		$104K Buy
1,565
+551
+54% +$39.3K 0.04% 455
2015
Q1 		$75K Buy
1,014
+61
+6% +$4.37K 0.02% 555
2014
Q4 		$66K Sell
953
-1,853
-66% -$111K 0.02% 568
2014
Q3 		$149K Buy
2,806
+2,561
+1,045% +$129K 0.03% 535
2014
Q2 		$12K Buy
+245
New +$11.4K 0.01% 736

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

Next Financial Group's LOW Position: Q4 2021 in Review

Next Financial Group increased its Lowe's Companies (LOW) stake by 61% in Q4 2021, buying an estimated $213K and bringing the position to 2,366 shares worth $612K. The position accounts for 0.04% of the portfolio, ranked #460.

Next Financial Group first reported a position in LOW in Q2 2014 and has held it in 28 quarters since. 2,410 funds tracked by Wall St. Rank hold LOW as of Q4 2021.

  • Next Financial Group held 2,366 shares of Lowe's Companies worth $612K as of Q4 2021.
  • Next Financial Group bought 898 Lowe's Companies shares in Q4 2021, an estimated $213K.
  • Lowe's Companies made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #460 holding.
  • Next Financial Group first reported a position in Lowe's Companies in Q2 2014 and has held it in 28 quarters since.
  • 2,410 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.