Alera Investment Advisors’s Lowe's Companies LOW Stock Holding History

Alera Investment 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
2024 Q3	$391K	Buy	1,443 +43	+3%	+$10.4K	0.05%	166
2024 Q2	$309K	Sell	1,400 -1,890	-57%	-$431K	0.04%	189
2024 Q1	$838K	Sell	3,290 -46	-1%	-$10.6K	0.11%	79
2023 Q4	$742K	Buy	3,336 +491	+17%	+$99.5K	0.1%	89
2023 Q3	$591K	Sell	2,845 -25	-0.9%	-$5.62K	0.1%	94
2023 Q2	$648K	Buy	2,870 +1,210	+73%	+$252K	0.14%	91
2023 Q1	$332K	Buy	1,660 +30	+2%	+$6.09K	0.08%	142
2022 Q4	$325K	Buy	+1,630	New	+$326K	0.08%	140
2019 Q2	–	Sell	-415	Closed	-$45K	–	597
2019 Q1	$45K	Buy	415 +29	+8%	+$2.89K	0.02%	176
2018 Q4	$36K	Buy	+386	New	+$37.2K	0.02%	204

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Alera Investment Advisors's LOW Position: Q3 2024 in Review

Alera Investment Advisors increased its Lowe's Companies (LOW) stake by 3.1% in Q3 2024, buying an estimated $10.4K and bringing the position to 1,443 shares worth $391K. The position accounts for 0.05% of the portfolio, ranked #166.

Alera Investment Advisors first reported a position in LOW in Q4 2018 and has held it in 10 quarters since. The position peaked at $838K in Q1 2024. 2,547 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

Alera Investment Advisors held 1,443 shares of Lowe's Companies worth $391K as of Q3 2024.
Alera Investment Advisors bought 43 Lowe's Companies shares in Q3 2024, an estimated $10.4K.
Lowe's Companies made up 0.05% of Alera Investment Advisors's portfolio in Q3 2024, its #166 holding.
Alera Investment Advisors first reported a position in Lowe's Companies in Q4 2018 and has held it in 10 quarters since.
Alera Investment Advisors's Lowe's Companies position peaked at $838K in Q1 2024.
2,547 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.