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

Windsor 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
2022
Q2 		– Sell
-3,698
Closed -$764K – 199
2022
Q1 		$764K Sell
3,698
-77
-2% -$17.7K 0.14% 125
2021
Q4 		$981K Sell
3,775
-136
-3% -$32.3K 0.18% 115
2021
Q3 		$797K Sell
3,911
-5
-0.1% -$996 0.17% 118
2021
Q2 		$760K Buy
3,916
+8
+0.2% +$1.56K 0.16% 120
2021
Q1 		$743K Sell
3,908
-4
-0.1% -$686 0.18% 114
2020
Q4 		$628K Sell
3,912
-69
-2% -$11.2K 0.16% 119
2020
Q3 		$669K Sell
3,981
-34
-0.8% -$5.24K 0.19% 103
2020
Q2 		$542K Sell
4,015
-262
-6% -$29.9K 0.17% 119
2020
Q1 		$368K Buy
4,277
+292
+7% +$31.9K 0.15% 131
2019
Q4 		$477K Sell
3,985
-71
-2% -$8.12K 0.18% 117
2019
Q3 		$431K Buy
4,056
+273
+7% +$28.8K 0.19% 119
2019
Q2 		$387K Buy
3,783
+265
+8% +$27.9K 0.17% 130
2019
Q1 		$385K Sell
3,518
-298
-8% -$29.7K 0.22% 110
2018
Q4 		$352K Buy
3,816
+2
+0.1% +$193 0.24% 96
2018
Q3 		$438K Buy
3,814
+33
+0.9% +$3.44K 0.28% 92
2018
Q2 		$361K Buy
3,781
+2
+0.1% +$181 0.28% 93
2018
Q1 		$332K Buy
3,779
+34
+0.9% +$3.22K 0.28% 97
2017
Q4 		$348K Buy
+3,745
New +$310K 0.3% 86

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

Windsor Wealth Management's LOW Position: Q2 2022 in Review

Windsor Wealth Management sold out of Lowe's Companies (LOW) in Q2 2022, closing a stake of 3,698 shares — an estimated $764K sold.

Windsor Wealth Management first reported a position in LOW in Q4 2017 and held it in 18 quarters. The position peaked at $981K in Q4 2021. 2,167 funds tracked by Wall St. Rank hold LOW as of Q2 2022.

  • Windsor Wealth Management reported no remaining Lowe's Companies position as of Q2 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 3,698 Lowe's Companies shares in Q2 2022, an estimated $764K.
  • Windsor Wealth Management first reported a position in Lowe's Companies in Q4 2017 and held it in 18 quarters.
  • Windsor Wealth Management's Lowe's Companies position peaked at $981K in Q4 2021.
  • 2,167 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.