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Retirement Guys Formula’s Lowe's Companies LOW Stock Holding History

Retirement Guys Formula’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 		– Sell
-1,189
Closed -$223K – 126
2022
Q3 		$223K Sell
1,189
-1,381
-54% -$269K 0.23% 110
2022
Q2 		$449K Buy
2,570
+442
+21% +$85.2K 0.46% 58
2022
Q1 		$430K Buy
2,128
+81
+4% +$18.6K 0.29% 65
2021
Q4 		$529K Buy
+2,047
New +$487K 0.42% 50

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retirement Guys Formula's LOW Position: Q4 2022 in Review

Retirement Guys Formula sold out of Lowe's Companies (LOW) in Q4 2022, closing a stake of 1,189 shares — an estimated $223K sold.

Retirement Guys Formula first reported a position in LOW in Q4 2021 and held it in 4 quarters. The position peaked at $529K in Q4 2021. 2,295 funds tracked by Wall St. Rank hold LOW as of Q4 2022.

  • Retirement Guys Formula reported no remaining Lowe's Companies position as of Q4 2022 after selling out during the quarter.
  • Retirement Guys Formula sold 1,189 Lowe's Companies shares in Q4 2022, an estimated $223K.
  • Retirement Guys Formula first reported a position in Lowe's Companies in Q4 2021 and held it in 4 quarters.
  • Retirement Guys Formula's Lowe's Companies position peaked at $529K in Q4 2021.
  • 2,295 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2022.

Based on Retirement Guys Formula's 13F filing for Q4 2022, filed 14 Feb 2023.