Windsor Capital Management’s Lowe's Companies LOW Stock Holding History

Windsor Capital 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 Q3	–	Sell	-3,393	Closed	-$766K	–	115
2023 Q2	$766K	Sell	3,393 -25	-0.7%	-$5.2K	0.25%	59
2023 Q1	$683K	Buy	3,418 +29	+0.9%	+$5.89K	0.24%	61
2022 Q4	$675K	Sell	3,389 -169	-5%	-$33.8K	0.25%	63
2022 Q3	$668K	Sell	3,558 -55	-2%	-$10.7K	0.25%	60
2022 Q2	$631K	Sell	3,613 -120	-3%	-$23.1K	0.22%	70
2022 Q1	$754K	Buy	3,733 +108	+3%	+$24.8K	0.23%	67
2021 Q4	$937K	Buy	3,625 +60	+2%	+$14.3K	0.28%	58
2021 Q3	$723K	Buy	+3,565	New	+$710K	0.23%	68
2015 Q4	–	Sell	-147	Closed	-$10K	–	273
2015 Q3	$10K	Buy	+147	New	+$10.1K	0.01%	337

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Windsor Capital Management's LOW Position: Q3 2023 in Review

Windsor Capital Management sold out of Lowe's Companies (LOW) in Q3 2023, closing a stake of 3,393 shares — an estimated $766K sold.

Windsor Capital Management first reported a position in LOW in Q3 2015 and held it in 9 quarters. The position peaked at $937K in Q4 2021. 2,305 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

Windsor Capital Management reported no remaining Lowe's Companies position as of Q3 2023 after selling out during the quarter.
Windsor Capital Management sold 3,393 Lowe's Companies shares in Q3 2023, an estimated $766K.
Windsor Capital Management first reported a position in Lowe's Companies in Q3 2015 and held it in 9 quarters.
Windsor Capital Management's Lowe's Companies position peaked at $937K in Q4 2021.
2,305 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on Windsor Capital Management's 13F filing for Q3 2023, filed 4 Oct 2023.