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Swaine & Leidel Wealth Services’s Lowe's Companies LOW Stock Holding History

Swaine & Leidel Wealth Services’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
Q1 		$4.21M Buy
+4,213
New +$969K 3.24% 7
2021
Q3 		$4.41M Buy
+21,756
New +$4.34M 3.89% 6
2021
Q1 		$4.21M Buy
22,152
+1,289
+6% +$221K 2.72% 8
2020
Q4 		$3.35M Buy
+20,863
New +$3.39M 2.43% 19

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Swaine & Leidel Wealth Services's LOW Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Lowe's Companies (LOW) in Q1 2022: 4,213 shares worth $4.21M. The stake represents 3.24% of the portfolio and ranks #7 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in LOW as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in LOW in Q4 2020 and has held it in 4 quarters since. The position peaked at $4.41M in Q3 2021. 2,309 funds tracked by Wall St. Rank hold LOW as of Q1 2022.

  • Swaine & Leidel Wealth Services held 4,213 shares of Lowe's Companies worth $4.21M as of Q1 2022.
  • Lowe's Companies was a new Swaine & Leidel Wealth Services position in Q1 2022.
  • Lowe's Companies made up 3.24% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #7 holding.
  • Swaine & Leidel Wealth Services first reported a position in Lowe's Companies in Q4 2020 and has held it in 4 quarters since.
  • Swaine & Leidel Wealth Services's Lowe's Companies position peaked at $4.41M in Q3 2021.
  • 2,309 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.