PFS Investments’s Lowe's Companies LOW Stock Holding History

PFS Investments’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
2023 Q2	$2.09M	Buy	9,249 +522	+6%	+$109K	0.03%	322
2023 Q1	$1.73M	Sell	8,727 -3,033	-26%	-$616K	0.03%	330
2022 Q4	$2.34M	Buy	11,760 +20	+0.2%	+$4K	0.04%	266
2022 Q3	$2.21K	Buy	11,740 +746	+7%	+$145K	0.04%	266
2022 Q2	$1.92M	Buy	10,994 +784	+8%	+$151K	0.04%	273
2022 Q1	$2.06M	Buy	10,210 +1,241	+14%	+$285K	0.04%	276
2021 Q4	$2.32M	Buy	8,969 +1,016	+13%	+$242K	0.04%	266
2021 Q3	$1.87M	Buy	7,953 +484	+6%	+$96.5K	0.04%	270
2021 Q2	$1.46M	Buy	7,469 +663	+10%	+$130K	0.03%	273
2021 Q1	$1.29M	Buy	6,806 +1,332	+24%	+$229K	0.03%	254
2020 Q4	$910K	Buy	5,474 +1,303	+31%	+$212K	0.03%	261
2020 Q3	$692K	Buy	4,171 +1,071	+35%	+$165K	0.02%	252
2020 Q2	$419K	Buy	+3,100	New	+$354K	0.02%	248

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

PFS Investments's LOW Position: Q2 2023 in Review

PFS Investments increased its Lowe's Companies (LOW) stake by 6% in Q2 2023, buying an estimated $109K and bringing the position to 9,249 shares worth $2.09M. The position accounts for 0.03% of the portfolio, ranked #322.

PFS Investments first reported a position in LOW in Q2 2020 and has held it in 13 quarters since. The position peaked at $2.34M in Q4 2022. 2,343 funds tracked by Wall St. Rank hold LOW as of Q2 2023.

PFS Investments held 9,249 shares of Lowe's Companies worth $2.09M as of Q2 2023.
PFS Investments bought 522 Lowe's Companies shares in Q2 2023, an estimated $109K.
Lowe's Companies made up 0.03% of PFS Investments's portfolio in Q2 2023, its #322 holding.
PFS Investments first reported a position in Lowe's Companies in Q2 2020 and has held it in 13 quarters since.
PFS Investments's Lowe's Companies position peaked at $2.34M in Q4 2022.
2,343 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.