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Schubert & Co’s Lowe's Companies LOW Stock Holding History

Schubert & Co’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
-27
Closed -$5.4K – 868
2023
Q1 		$5.4K Sell
27
-4
-13% -$813 ﹤0.01% 420
2022
Q4 		$6.18K Sell
31
-1
-3% -$200 0.01% 355
2022
Q3 		$6K Buy
32
+8
+33% +$1.56K 0.01% 349
2022
Q2 		$4K Buy
24
+5
+26% +$964 ﹤0.01% 455
2022
Q1 		$4K Sell
19
-10
-34% -$2.3K ﹤0.01% 209
2021
Q4 		$7K Buy
+29
New +$6.89K 0.01% 106

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Schubert & Co's LOW Position: Q2 2023 in Review

Schubert & Co sold out of Lowe's Companies (LOW) in Q2 2023, closing a stake of 27 shares — an estimated $5.4K sold.

Schubert & Co first reported a position in LOW in Q4 2021 and held it in 6 quarters. The position peaked at $7K in Q4 2021. 2,343 funds tracked by Wall St. Rank hold LOW as of Q2 2023.

  • Schubert & Co reported no remaining Lowe's Companies position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 27 Lowe's Companies shares in Q2 2023, an estimated $5.4K.
  • Schubert & Co first reported a position in Lowe's Companies in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Lowe's Companies position peaked at $7K in Q4 2021.
  • 2,343 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.