Surevest’s Lowe's Companies LOW Stock Holding History

Surevest’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	$17K	Sell	88 -305	-78%	-$59.4K	﹤0.01%	254
2022 Q2	$69K	Buy	393 +380	+2,923%	+$73.3K	0.02%	187
2022 Q1	$3K	Hold	13	–	–	﹤0.01%	365
2021 Q4	$3K	Buy	+13	New	+$3.09K	﹤0.01%	371

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

Surevest's LOW Position: Q3 2022 in Review

Surevest reduced its Lowe's Companies (LOW) stake by 78% in Q3 2022, selling an estimated $59.4K and leaving 88 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Surevest first reported a position in LOW in Q4 2021 and has held it in 4 quarters since. The position peaked at $69K in Q2 2022. 2,171 funds tracked by Wall St. Rank hold LOW as of Q3 2022.

Surevest held 88 shares of Lowe's Companies worth $17K as of Q3 2022.
Surevest sold 305 Lowe's Companies shares in Q3 2022, an estimated $59.4K.
Lowe's Companies made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #254 holding.
Surevest first reported a position in Lowe's Companies in Q4 2021 and has held it in 4 quarters since.
Surevest's Lowe's Companies position peaked at $69K in Q2 2022.
2,171 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.