Spearhead Capital Advisors’s Lowe's Companies LOW Stock Holding History

Spearhead Capital Advisors’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 Q3	$665K	Buy	3,543 +524	+17%	+$102K	0.72%	55
2022 Q2	$527K	Buy	+3,019	New	+$582K	0.08%	81
2018 Q4	–	Sell	-37,002	Closed	-$4.07M	–	56
2018 Q3	$4.07M	Buy	37,002 +181	+0.5%	+$18.9K	1.36%	17
2018 Q2	$3.52M	Buy	36,821 +2,940	+9%	+$266K	1.26%	21
2018 Q1	$2.97M	Buy	33,881 +3,403	+11%	+$322K	1.16%	49
2017 Q4	$2.83M	Buy	+30,478	New	+$2.52M	1.38%	13

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spearhead Capital Advisors's LOW Position: Q3 2022 in Review

Spearhead Capital Advisors increased its Lowe's Companies (LOW) stake by 17% in Q3 2022, buying an estimated $102K and bringing the position to 3,543 shares worth $665K. The position accounts for 0.72% of the portfolio, ranked #55.

Spearhead Capital Advisors first reported a position in LOW in Q4 2017 and has held it in 6 quarters since. The position peaked at $4.07M in Q3 2018. 2,172 funds tracked by Wall St. Rank hold LOW as of Q3 2022.

Spearhead Capital Advisors held 3,543 shares of Lowe's Companies worth $665K as of Q3 2022.
Spearhead Capital Advisors bought 524 Lowe's Companies shares in Q3 2022, an estimated $102K.
Lowe's Companies made up 0.72% of Spearhead Capital Advisors's portfolio in Q3 2022, its #55 holding.
Spearhead Capital Advisors first reported a position in Lowe's Companies in Q4 2017 and has held it in 6 quarters since.
Spearhead Capital Advisors's Lowe's Companies position peaked at $4.07M in Q3 2018.
2,172 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.