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

Worth 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
2023 Q1	–	Sell	-30	Closed	-$5.98K	–	509
2022 Q4	$5.98K	Hold	30	–	–	﹤0.01%	346
2022 Q3	$6K	Sell	30 -187	-86%	-$36.4K	﹤0.01%	331
2022 Q2	$38K	Sell	217 -112	-34%	-$21.6K	0.03%	228
2022 Q1	$63K	Buy	+329	New	+$75.7K	0.04%	181

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

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

Worth Asset Management's LOW Position: Q1 2023 in Review

Worth Asset Management sold out of Lowe's Companies (LOW) in Q1 2023, closing a stake of 30 shares — an estimated $5.98K sold.

Worth Asset Management first reported a position in LOW in Q1 2022 and held it in 4 quarters. The position peaked at $63K in Q1 2022. 2,296 funds tracked by Wall St. Rank hold LOW as of Q1 2023.

Worth Asset Management reported no remaining Lowe's Companies position as of Q1 2023 after selling out during the quarter.
Worth Asset Management sold 30 Lowe's Companies shares in Q1 2023, an estimated $5.98K.
Worth Asset Management first reported a position in Lowe's Companies in Q1 2022 and held it in 4 quarters.
Worth Asset Management's Lowe's Companies position peaked at $63K in Q1 2022.
2,296 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2023.

Based on Worth Asset Management's 13F filing for Q1 2023, filed 12 Apr 2023.