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Wilson Asset Management’s Lowe's Companies LOW Stock Holding History

Wilson Asset 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
2022
Q4 		– Sell
-19,795
Closed -$3.72M – 35
2022
Q3 		$3.72M Sell
19,795
-37,883
-66% -$7.38M 1.25% 23
2022
Q2 		$10.1M Hold
57,678
– – 3% 14
2022
Q1 		$11.7M Buy
+57,678
New +$13.3M 2.91% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Wilson Asset Management's LOW Position: Q4 2022 in Review

Wilson Asset Management sold out of Lowe's Companies (LOW) in Q4 2022, closing a stake of 19,795 shares — an estimated $3.72M sold.

Wilson Asset Management first reported a position in LOW in Q1 2022 and held it in 3 quarters. The position peaked at $11.7M in Q1 2022. 2,296 funds tracked by Wall St. Rank hold LOW as of Q4 2022.

  • Wilson Asset Management reported no remaining Lowe's Companies position as of Q4 2022 after selling out during the quarter.
  • Wilson Asset Management sold 19,795 Lowe's Companies shares in Q4 2022, an estimated $3.72M.
  • Wilson Asset Management first reported a position in Lowe's Companies in Q1 2022 and held it in 3 quarters.
  • Wilson Asset Management's Lowe's Companies position peaked at $11.7M in Q1 2022.
  • 2,296 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2022.

Based on Wilson Asset Management's 13F filing for Q4 2022, filed 3 Feb 2023.