Sageworth Trust’s Lowe's Companies LOW Stock Holding History

Sageworth Trust’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	–	Sell	-326	Closed	-$65.2K	–	271
2023 Q1	$65.2K	Buy	326 +144	+79%	+$29.3K	﹤0.01%	126
2022 Q4	$36K	Hold	182	–	–	﹤0.01%	140
2022 Q3	$34K	Hold	182	–	–	﹤0.01%	130
2022 Q2	$32K	Hold	182	–	–	﹤0.01%	172
2022 Q1	$37K	Hold	182	–	–	﹤0.01%	108
2021 Q4	$47K	Hold	182	–	–	﹤0.01%	107
2021 Q3	$37K	Sell	182 -2,142	-92%	-$427K	﹤0.01%	240
2021 Q2	$451K	Buy	+2,324	New	+$455K	0.04%	70
2020 Q3	–	Sell	-7	Closed	-$1K	–	284
2020 Q2	$1K	Buy	+7	New	+$799	﹤0.01%	193

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

Sageworth Trust's LOW Position: Q2 2023 in Review

Sageworth Trust sold out of Lowe's Companies (LOW) in Q2 2023, closing a stake of 326 shares — an estimated $65.2K sold.

Sageworth Trust first reported a position in LOW in Q2 2020 and held it in 9 quarters. The position peaked at $451K in Q2 2021. 2,343 funds tracked by Wall St. Rank hold LOW as of Q2 2023.

Sageworth Trust reported no remaining Lowe's Companies position as of Q2 2023 after selling out during the quarter.
Sageworth Trust sold 326 Lowe's Companies shares in Q2 2023, an estimated $65.2K.
Sageworth Trust first reported a position in Lowe's Companies in Q2 2020 and held it in 9 quarters.
Sageworth Trust's Lowe's Companies position peaked at $451K in Q2 2021.
2,343 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.