WFC
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Western Financial Corp’s Lowe's Companies LOW Stock Holding History

Western Financial Corp’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 		– Sell
-6,396
Closed -$1.12M – 102
2022
Q2 		$1.12M Sell
6,396
-847
-12% -$163K 0.79% 25
2022
Q1 		$1.46M Buy
7,243
+553
+8% +$127K 0.85% 26
2021
Q4 		$1.73M Buy
6,690
+258
+4% +$61.3K 0.91% 13
2021
Q3 		$1.3M Buy
6,432
+238
+4% +$47.4K 0.77% 20
2021
Q2 		$1.2M Buy
6,194
+490
+9% +$95.9K 0.65% 24
2021
Q1 		$1.08M Buy
5,704
+656
+13% +$113K 0.66% 16
2020
Q4 		$810K Buy
+5,048
New +$820K 0.53% 30

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
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Western Financial Corp's LOW Position: Q3 2022 in Review

Western Financial Corp sold out of Lowe's Companies (LOW) in Q3 2022, closing a stake of 6,396 shares — an estimated $1.12M sold.

Western Financial Corp first reported a position in LOW in Q4 2020 and held it in 7 quarters. The position peaked at $1.73M in Q4 2021. 2,171 funds tracked by Wall St. Rank hold LOW as of Q3 2022.

  • Western Financial Corp reported no remaining Lowe's Companies position as of Q3 2022 after selling out during the quarter.
  • Western Financial Corp sold 6,396 Lowe's Companies shares in Q3 2022, an estimated $1.12M.
  • Western Financial Corp first reported a position in Lowe's Companies in Q4 2020 and held it in 7 quarters.
  • Western Financial Corp's Lowe's Companies position peaked at $1.73M in Q4 2021.
  • 2,171 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2022.

Based on Western Financial Corp's 13F filing for Q3 2022, filed 4 Nov 2022.