Stack Financial Management’s Lowe's Companies LOW Stock Holding History

Stack Financial Management’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 Q1	–	Sell	-107,565	Closed	-$21.4M	–	37
2022 Q4	$21.4M	Sell	107,565 -165	-0.2%	-$33K	2.16%	16
2022 Q3	$20.2M	Sell	107,730 -385	-0.4%	-$75K	2.12%	12
2022 Q2	$18.9M	Sell	108,115 -44,576	-29%	-$8.59M	1.88%	20
2022 Q1	$30.9M	Buy	152,691 +449	+0.3%	+$103K	2.48%	12
2021 Q4	$39.4M	Sell	152,242 -683	-0.4%	-$162K	3.4%	5
2021 Q3	$31M	Sell	152,925 -723	-0.5%	-$144K	2.96%	9
2021 Q2	$29.8M	Buy	153,648 +2,114	+1%	+$414K	2.56%	12
2021 Q1	$28.8M	Sell	151,534 -762	-0.5%	-$131K	2.43%	13
2020 Q4	$24.4M	Sell	152,296 -8	-0%	-$1.3K	2.15%	16
2020 Q3	$25.3M	Buy	152,304 +1,728	+1%	+$266K	2.54%	13
2020 Q2	$20.3M	Buy	+150,576	New	+$17.2M	2.32%	14
2018 Q4	–	Sell	-1,825	Closed	-$210K	–	52
2018 Q3	$210K	Buy	+1,825	New	+$190K	0.02%	50
2013 Q3	–	Sell	-242,893	Closed	-$9.93M	–	51
2013 Q2	$9.93M	Buy	+242,893	New	+$9.78M	1.42%	42

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Stack Financial Management's LOW Position: Q1 2023 in Review

Stack Financial Management sold out of Lowe's Companies (LOW) in Q1 2023, closing a stake of 107,565 shares — an estimated $21.4M sold.

Stack Financial Management first reported a position in LOW in Q2 2013 and held it in 13 quarters. The position peaked at $39.4M in Q4 2021. 2,296 funds tracked by Wall St. Rank hold LOW as of Q1 2023.

Stack Financial Management reported no remaining Lowe's Companies position as of Q1 2023 after selling out during the quarter.
Stack Financial Management sold 107,565 Lowe's Companies shares in Q1 2023, an estimated $21.4M.
Stack Financial Management first reported a position in Lowe's Companies in Q2 2013 and held it in 13 quarters.
Stack Financial Management's Lowe's Companies position peaked at $39.4M in Q4 2021.
2,296 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2023.

Based on Stack Financial Management's 13F filing for Q1 2023, filed 2 May 2023.