Warther Private Wealth’s Lowe's Companies LOW Stock Holding History

Warther Private Wealth’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 Q4	–	Sell	-11,747	Closed	-$2.44M	–	53
2023 Q3	$2.44M	Sell	11,747 -5,359	-31%	-$1.21M	1.62%	20
2023 Q2	$3.86M	Sell	17,106 -1,119	-6%	-$233K	2.62%	9
2023 Q1	$3.64M	Buy	18,225 +570	+3%	+$116K	2.77%	9
2022 Q4	$3.52M	Buy	17,655 +541	+3%	+$108K	2.63%	9
2022 Q3	$3.21M	Buy	17,114 +3,094	+22%	+$603K	2.54%	8
2022 Q2	$2.49M	Buy	14,020 +2,404	+21%	+$464K	1.82%	9
2022 Q1	$2.35M	Buy	11,616 +2,519	+28%	+$579K	1.53%	14
2021 Q4	$2.32M	Buy	9,097 +369	+4%	+$87.7K	1.72%	14
2021 Q3	$1.78M	Buy	8,728 +1,320	+18%	+$263K	1.59%	16
2021 Q2	$1.45M	Buy	+7,408	New	+$1.45M	1.41%	20

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Warther Private Wealth's LOW Position: Q4 2023 in Review

Warther Private Wealth sold out of Lowe's Companies (LOW) in Q4 2023, closing a stake of 11,747 shares — an estimated $2.44M sold.

Warther Private Wealth first reported a position in LOW in Q2 2021 and held it in 10 quarters. The position peaked at $3.86M in Q2 2023. 2,457 funds tracked by Wall St. Rank hold LOW as of Q4 2023.

Warther Private Wealth reported no remaining Lowe's Companies position as of Q4 2023 after selling out during the quarter.
Warther Private Wealth sold 11,747 Lowe's Companies shares in Q4 2023, an estimated $2.44M.
Warther Private Wealth first reported a position in Lowe's Companies in Q2 2021 and held it in 10 quarters.
Warther Private Wealth's Lowe's Companies position peaked at $3.86M in Q2 2023.
2,457 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.

Based on Warther Private Wealth's 13F filing for Q4 2023, filed 7 Feb 2024.