Private Advisory Group’s Lowe's Companies LOW Stock Holding History

Private Advisory 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
2023 Q1	–	Sell	-3,523	Closed	-$702K	–	219
2022 Q4	$702K	Buy	+3,523	New	+$704K	0.15%	114
2022 Q3	–	Sell	-49,029	Closed	-$8.56M	–	203
2022 Q2	$8.56M	Buy	49,029 +15,848	+48%	+$3.06M	1.94%	16
2022 Q1	$6.71M	Buy	+33,181	New	+$7.63M	1.31%	21

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

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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

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

Private Advisory Group's LOW Position: Q1 2023 in Review

Private Advisory Group sold out of Lowe's Companies (LOW) in Q1 2023, closing a stake of 3,523 shares — an estimated $702K sold.

Private Advisory Group first reported a position in LOW in Q1 2022 and held it in 3 quarters. The position peaked at $8.56M in Q2 2022. 2,296 funds tracked by Wall St. Rank hold LOW as of Q1 2023.

Private Advisory Group reported no remaining Lowe's Companies position as of Q1 2023 after selling out during the quarter.
Private Advisory Group sold 3,523 Lowe's Companies shares in Q1 2023, an estimated $702K.
Private Advisory Group first reported a position in Lowe's Companies in Q1 2022 and held it in 3 quarters.
Private Advisory Group's Lowe's Companies position peaked at $8.56M in Q2 2022.
2,296 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2023.

Based on Private Advisory Group's 13F filing for Q1 2023, filed 12 May 2023.