Walter & Keenan Wealth Management’s Lowe's Companies LOW Stock Holding History

Walter & Keenan Wealth 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	-1,565	Closed	-$312K	–	149
2022 Q4	$312K	Hold	1,565	–	–	0.12%	114
2022 Q3	$294K	Buy	1,565 +20	+1%	+$3.9K	0.12%	118
2022 Q2	$270K	Hold	1,545	–	–	0.11%	126
2022 Q1	$312K	Hold	1,545	–	–	0.11%	123
2021 Q4	$399K	Buy	1,545 +220	+17%	+$52.3K	0.13%	109
2021 Q3	$269K	Buy	1,325 +175	+15%	+$34.9K	0.09%	131
2021 Q2	$223K	Hold	1,150	–	–	0.08%	135
2021 Q1	$219K	Buy	+1,150	New	+$197K	0.08%	139

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

Walter & Keenan Wealth Management's LOW Position: Q1 2023 in Review

Walter & Keenan Wealth Management sold out of Lowe's Companies (LOW) in Q1 2023, closing a stake of 1,565 shares — an estimated $312K sold.

Walter & Keenan Wealth Management first reported a position in LOW in Q1 2021 and held it in 8 quarters. The position peaked at $399K in Q4 2021. 2,296 funds tracked by Wall St. Rank hold LOW as of Q1 2023.

Walter & Keenan Wealth Management reported no remaining Lowe's Companies position as of Q1 2023 after selling out during the quarter.
Walter & Keenan Wealth Management sold 1,565 Lowe's Companies shares in Q1 2023, an estimated $312K.
Walter & Keenan Wealth Management first reported a position in Lowe's Companies in Q1 2021 and held it in 8 quarters.
Walter & Keenan Wealth Management's Lowe's Companies position peaked at $399K in Q4 2021.
2,296 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2023.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.