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

SBK 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 		$2.92M Hold
14,660
– – 4.63% 4
2022
Q3 		$2.75M Sell
14,660
-200
-1% -$39K 4.23% 4
2022
Q2 		$2.6M Sell
14,860
-149
-1% -$28.7K 3.39% 4
2022
Q1 		$3.04M Hold
15,009
– – 3.02% 5
2021
Q4 		$3.88M Buy
+15,009
New +$3.57M 3.1% 5

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SBK Financial's LOW Position: Q4 2022 in Review

SBK Financial held its Lowe's Companies (LOW) position steady in Q4 2022 at 14,660 shares worth $2.92M. The position accounts for 4.63% of the portfolio, ranked #4.

SBK Financial first reported a position in LOW in Q4 2021 and has held it in 5 quarters since. The position peaked at $3.88M in Q4 2021. 2,297 funds tracked by Wall St. Rank hold LOW as of Q4 2022.

  • SBK Financial held 14,660 shares of Lowe's Companies worth $2.92M as of Q4 2022.
  • SBK Financial left its Lowe's Companies share count unchanged in Q4 2022.
  • Lowe's Companies made up 4.63% of SBK Financial's portfolio in Q4 2022, its #4 holding.
  • SBK Financial first reported a position in Lowe's Companies in Q4 2021 and has held it in 5 quarters since.
  • SBK Financial's Lowe's Companies position peaked at $3.88M in Q4 2021.
  • 2,297 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2022.

Based on SBK Financial's 13F filing for Q4 2022, filed 31 Jan 2023.