Perpetual Investment Management’s Lowe's Companies LOW Stock Holding History

Perpetual Investment 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 Q4	$590K	Hold	2,962	–	–	0.07%	140
2022 Q3	$556K	Sell	2,962 -51,570	-95%	-$10M	0.08%	144
2022 Q2	$9.53M	Buy	54,532 +5,153	+10%	+$994K	1.39%	24
2022 Q1	$9.98M	Buy	49,379 +750	+2%	+$173K	1.25%	28
2021 Q4	$12.6M	Buy	48,629 +1,893	+4%	+$450K	1.44%	20
2021 Q3	$9.48M	Sell	46,736 -635	-1%	-$127K	1.2%	25
2021 Q2	$9.19M	Buy	47,371 +414	+0.9%	+$81K	1.3%	22
2021 Q1	$8.91M	Buy	46,957 +656	+1%	+$113K	1.48%	25
2020 Q4	$7.43M	Buy	+46,301	New	+$7.52M	1.1%	31

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Perpetual Investment Management's LOW Position: Q4 2022 in Review

Perpetual Investment Management held its Lowe's Companies (LOW) position steady in Q4 2022 at 2,962 shares worth $590K. The position accounts for 0.07% of the portfolio, ranked #140.

Perpetual Investment Management first reported a position in LOW in Q4 2020 and has held it in 9 quarters since. The position peaked at $12.6M in Q4 2021. 2,297 funds tracked by Wall St. Rank hold LOW as of Q4 2022.

Perpetual Investment Management held 2,962 shares of Lowe's Companies worth $590K as of Q4 2022.
Perpetual Investment Management left its Lowe's Companies share count unchanged in Q4 2022.
Lowe's Companies made up 0.07% of Perpetual Investment Management's portfolio in Q4 2022, its #140 holding.
Perpetual Investment Management first reported a position in Lowe's Companies in Q4 2020 and has held it in 9 quarters since.
Perpetual Investment Management's Lowe's Companies position peaked at $12.6M in Q4 2021.
2,297 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.