Advisor Partners II’s Lowe's Companies LOW Stock Holding History

Advisor Partners II’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 Q3	$6.31M	Buy	30,347 +908	+3%	+$204K	0.25%	64
2023 Q2	$6.64M	Buy	29,439 +1,358	+5%	+$282K	0.31%	55
2023 Q1	$5.61M	Buy	28,081 +157	+0.6%	+$31.9K	0.31%	63
2022 Q4	$5.56M	Buy	27,924 +3,708	+15%	+$741K	0.35%	55
2022 Q3	$4.55M	Buy	+24,216	New	+$4.72M	0.34%	50

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Advisor Partners II's LOW Position: Q3 2023 in Review

Advisor Partners II increased its Lowe's Companies (LOW) stake by 3.1% in Q3 2023, buying an estimated $204K and bringing the position to 30,347 shares worth $6.31M. The position accounts for 0.25% of the portfolio, ranked #64.

Advisor Partners II first reported a position in LOW in Q3 2022 and has held it in 5 quarters since. The position peaked at $6.64M in Q2 2023. 2,304 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

Advisor Partners II held 30,347 shares of Lowe's Companies worth $6.31M as of Q3 2023.
Advisor Partners II bought 908 Lowe's Companies shares in Q3 2023, an estimated $204K.
Lowe's Companies made up 0.25% of Advisor Partners II's portfolio in Q3 2023, its #64 holding.
Advisor Partners II first reported a position in Lowe's Companies in Q3 2022 and has held it in 5 quarters since.
Advisor Partners II's Lowe's Companies position peaked at $6.64M in Q2 2023.
2,304 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.