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Rollins Financial’s Lowe's Companies LOW Stock Holding History

Rollins Financial’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
-1,263
Closed -$237K – 121
2022
Q3 		$237K Hold
1,263
– – 0.09% 91
2022
Q2 		$221K Hold
1,263
– – 0.08% 106
2022
Q1 		$255K Buy
1,263
+50
+4% +$11.5K 0.07% 97
2021
Q4 		$314K Buy
+1,213
New +$288K 0.09% 84

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

Rollins Financial's LOW Position: Q4 2022 in Review

Rollins Financial sold out of Lowe's Companies (LOW) in Q4 2022, closing a stake of 1,263 shares — an estimated $237K sold.

Rollins Financial first reported a position in LOW in Q4 2021 and held it in 4 quarters. The position peaked at $314K in Q4 2021. 2,295 funds tracked by Wall St. Rank hold LOW as of Q4 2022.

  • Rollins Financial reported no remaining Lowe's Companies position as of Q4 2022 after selling out during the quarter.
  • Rollins Financial sold 1,263 Lowe's Companies shares in Q4 2022, an estimated $237K.
  • Rollins Financial first reported a position in Lowe's Companies in Q4 2021 and held it in 4 quarters.
  • Rollins Financial's Lowe's Companies position peaked at $314K in Q4 2021.
  • 2,295 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2022.

Based on Rollins Financial's 13F filing for Q4 2022, filed 6 Feb 2023.