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

Ziegler 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 Q1	–	Sell	-1,005	Closed	-$200K	–	412
2022 Q4	$200K	Buy	+1,005	New	+$201K	0.01%	394
2022 Q3	–	Sell	-1,234	Closed	-$216K	–	401
2022 Q2	$216K	Buy	+1,234	New	+$238K	0.01%	380
2022 Q1	–	Sell	-800	Closed	-$207K	–	408
2021 Q4	$207K	Buy	+800	New	+$190K	0.01%	415
2013 Q3	$8.29M	Buy	174,210 +118,082	+210%	+$5.36M	0.72%	34
2013 Q2	$2.3M	Buy	+56,128	New	+$2.26M	0.25%	119

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

Ziegler Capital Management's LOW Position: Q1 2023 in Review

Ziegler Capital Management sold out of Lowe's Companies (LOW) in Q1 2023, closing a stake of 1,005 shares — an estimated $200K sold.

Ziegler Capital Management first reported a position in LOW in Q2 2013 and held it in 5 quarters. The position peaked at $8.29M in Q3 2013. 2,296 funds tracked by Wall St. Rank hold LOW as of Q1 2023.

Ziegler Capital Management reported no remaining Lowe's Companies position as of Q1 2023 after selling out during the quarter.
Ziegler Capital Management sold 1,005 Lowe's Companies shares in Q1 2023, an estimated $200K.
Ziegler Capital Management first reported a position in Lowe's Companies in Q2 2013 and held it in 5 quarters.
Ziegler Capital Management's Lowe's Companies position peaked at $8.29M in Q3 2013.
2,296 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2023.

Based on Ziegler Capital Management's 13F filing for Q1 2023, filed 4 May 2023.