Wolf Group Capital Advisors’s Lowe's Companies LOW Stock Holding History

Wolf Group Capital Advisors’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 Q1	–	Sell	-1,005	Closed	-$260K	–	132
2021 Q4	$260K	Buy	+1,005	New	+$239K	0.04%	134
2020 Q1	–	Sell	-12,050	Closed	-$1.44M	–	82
2019 Q4	$1.44M	Sell	12,050 -6,117	-34%	-$699K	0.95%	38
2019 Q3	$2M	Sell	18,167 -603	-3%	-$63.7K	1.37%	31
2019 Q2	$1.89M	Sell	18,770 -1,723	-8%	-$182K	1.31%	30
2019 Q1	$2.24M	Sell	20,493 -184	-0.9%	-$18.4K	1.54%	27
2018 Q4	$1.91M	Buy	20,677 +5	+0%	+$482	1.42%	28
2018 Q3	$2.37M	Sell	20,672 -917	-4%	-$95.5K	1.55%	23
2018 Q2	$2.06M	Sell	21,589 -1,449	-6%	-$131K	1.34%	29
2018 Q1	$2.02M	Sell	23,038 -3,115	-12%	-$295K	1.34%	30
2017 Q4	$2.43M	Sell	26,153 -106	-0.4%	-$8.76K	1.51%	20
2017 Q3	$2.13M	Sell	26,259 -2,373	-8%	-$182K	1.48%	22
2017 Q2	$2.22M	Sell	28,632 -3,502	-11%	-$286K	1.71%	22
2017 Q1	$2.64M	Sell	32,134 -1,840	-5%	-$141K	1.73%	23
2016 Q4	$2.42M	Sell	33,974 -1,614	-5%	-$114K	1.62%	21
2016 Q3	$2.57M	Buy	35,588 +1,525	+4%	+$119K	1.79%	17
2016 Q2	$2.7M	Buy	34,063 +133	+0.4%	+$10.3K	1.99%	16
2016 Q1	$2.57M	Buy	33,930 +4,860	+17%	+$343K	1.93%	17
2015 Q4	$2.21M	Buy	+29,070	New	+$2.16M	1.65%	24

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wolf Group Capital Advisors's LOW Position: Q1 2022 in Review

Wolf Group Capital Advisors sold out of Lowe's Companies (LOW) in Q1 2022, closing a stake of 1,005 shares — an estimated $260K sold.

Wolf Group Capital Advisors first reported a position in LOW in Q4 2015 and held it in 18 quarters. The position peaked at $2.7M in Q2 2016. 2,311 funds tracked by Wall St. Rank hold LOW as of Q1 2022.

Wolf Group Capital Advisors reported no remaining Lowe's Companies position as of Q1 2022 after selling out during the quarter.
Wolf Group Capital Advisors sold 1,005 Lowe's Companies shares in Q1 2022, an estimated $260K.
Wolf Group Capital Advisors first reported a position in Lowe's Companies in Q4 2015 and held it in 18 quarters.
Wolf Group Capital Advisors's Lowe's Companies position peaked at $2.7M in Q2 2016.
2,311 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2022.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.