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TLWM Financial’s Lowe's Companies LOW Stock Holding History

TLWM Financial’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
Q2 		– Sell
-4,312
Closed -$871K – 67
2022
Q1 		$871K Buy
4,312
+146
+4% +$33.6K 0.3% 40
2021
Q4 		$1.08M Sell
4,166
-950
-19% -$226K 0.36% 30
2021
Q3 		$1.04M Buy
5,116
+210
+4% +$41.9K 0.39% 27
2021
Q2 		$949K Buy
4,906
+73
+2% +$14.3K 0.34% 30
2021
Q1 		$918K Buy
4,833
+181
+4% +$31.1K 0.35% 27
2020
Q4 		$747K Buy
4,652
+20
+0.4% +$3.25K 0.3% 31
2020
Q3 		$732K Sell
4,632
-2,053
-31% -$316K 0.35% 22
2020
Q2 		$900K Sell
6,685
-37
-0.6% -$4.23K 0.53% 18
2020
Q1 		$577K Buy
6,722
+313
+5% +$34.2K 0.34% 29
2019
Q4 		$767K Sell
6,409
-149
-2% -$17K 0.37% 21
2019
Q3 		$721K Sell
6,558
-226
-3% -$23.9K 0.37% 21
2019
Q2 		$686K Sell
6,784
-422
-6% -$44.5K 0.39% 22
2019
Q1 		$789K Sell
7,206
-260
-3% -$25.9K 0.44% 16
2018
Q4 		$720K Buy
7,466
+199
+3% +$19.2K 0.44% 20
2018
Q3 		$834K Buy
7,267
+46
+0.6% +$4.79K 0.49% 20
2018
Q2 		$686K Buy
7,221
+2
+0% +$181 0.43% 20
2018
Q1 		$633K Buy
7,219
+238
+3% +$22.5K 0.42% 22
2017
Q4 		$649K Buy
+6,981
New +$577K 0.5% 16

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TLWM Financial's LOW Position: Q2 2022 in Review

TLWM Financial sold out of Lowe's Companies (LOW) in Q2 2022, closing a stake of 4,312 shares — an estimated $871K sold.

TLWM Financial first reported a position in LOW in Q4 2017 and held it in 18 quarters. The position peaked at $1.08M in Q4 2021. 2,167 funds tracked by Wall St. Rank hold LOW as of Q2 2022.

  • TLWM Financial reported no remaining Lowe's Companies position as of Q2 2022 after selling out during the quarter.
  • TLWM Financial sold 4,312 Lowe's Companies shares in Q2 2022, an estimated $871K.
  • TLWM Financial first reported a position in Lowe's Companies in Q4 2017 and held it in 18 quarters.
  • TLWM Financial's Lowe's Companies position peaked at $1.08M in Q4 2021.
  • 2,167 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2022.

Based on TLWM Financial's 13F filing for Q2 2022, filed 8 Aug 2022.