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Roosevelt Investment Group’s Lowe's Companies LOW Stock Holding History

Roosevelt Investment 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
2022
Q2 		– Sell
-1,060
Closed -$214K – 295
2022
Q1 		$214K Buy
+1,060
New +$244K 0.01% 266

Other funds holding LOW

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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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Roosevelt Investment Group's LOW Position: Q2 2022 in Review

Roosevelt Investment Group sold out of Lowe's Companies (LOW) in Q2 2022, closing a stake of 1,060 shares — an estimated $214K sold.

Roosevelt Investment Group first reported a position in LOW in Q1 2022 and held it in 1 quarter. The position peaked at $214K in Q1 2022. 2,168 funds tracked by Wall St. Rank hold LOW as of Q2 2022.

  • Roosevelt Investment Group reported no remaining Lowe's Companies position as of Q2 2022 after selling out during the quarter.
  • Roosevelt Investment Group sold 1,060 Lowe's Companies shares in Q2 2022, an estimated $214K.
  • Roosevelt Investment Group first reported a position in Lowe's Companies in Q1 2022 and held it in 1 quarter.
  • Roosevelt Investment Group's Lowe's Companies position peaked at $214K in Q1 2022.
  • 2,168 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2022.

Based on Roosevelt Investment Group's 13F filing for Q2 2022, filed 3 Aug 2022.