YorkBridge Wealth Partners’s Lowe's Companies LOW Stock Holding History

YorkBridge Wealth Partners’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	-882	Closed	-$228K	–	291
2021 Q4	$228K	Buy	+882	New	+$210K	0.05%	265
2019 Q4	–	Sell	-2,321	Closed	-$255K	–	186
2019 Q3	$255K	Sell	2,321 -1,310	-36%	-$138K	0.13%	149
2019 Q2	$366K	Sell	3,631 -446	-11%	-$47K	0.16%	119
2019 Q1	$446K	Sell	4,077 -25	-0.6%	-$2.5K	0.21%	103
2018 Q4	$379K	Buy	4,102 +11	+0.3%	+$1.06K	0.2%	109
2018 Q3	$467K	Sell	4,091 -11	-0.3%	-$1.15K	0.21%	107
2018 Q2	$392K	Sell	4,102 -495	-11%	-$44.8K	0.17%	118
2018 Q1	$400K	Sell	4,597 -267	-5%	-$25.3K	0.18%	117
2017 Q4	$475K	Sell	4,864 -248	-5%	-$20.5K	0.23%	98
2017 Q3	$409K	Buy	5,112 +3,271	+178%	+$250K	0.21%	100
2017 Q2	$144K	Hold	1,841	–	–	0.08%	207
2017 Q1	$157K	Sell	1,841 -88	-5%	-$6.74K	0.08%	193
2016 Q4	$139K	Buy	+1,929	New	+$136K	0.08%	195

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

YorkBridge Wealth Partners's LOW Position: Q1 2022 in Review

YorkBridge Wealth Partners sold out of Lowe's Companies (LOW) in Q1 2022, closing a stake of 882 shares — an estimated $228K sold.

YorkBridge Wealth Partners first reported a position in LOW in Q4 2016 and held it in 13 quarters. The position peaked at $475K in Q4 2017. 2,310 funds tracked by Wall St. Rank hold LOW as of Q1 2022.

YorkBridge Wealth Partners reported no remaining Lowe's Companies position as of Q1 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 882 Lowe's Companies shares in Q1 2022, an estimated $228K.
YorkBridge Wealth Partners first reported a position in Lowe's Companies in Q4 2016 and held it in 13 quarters.
YorkBridge Wealth Partners's Lowe's Companies position peaked at $475K in Q4 2017.
2,310 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2022, filed 15 Apr 2022.