AIP
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Almanack Investment Partners’s Lowe's Companies LOW Stock Holding History

Almanack Investment 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
2023
Q3 		– Sell
-1,133
Closed -$256K – 175
2023
Q2 		$256K Hold
1,133
– – 0.04% 142
2023
Q1 		$227K Hold
1,133
– – 0.04% 152
2022
Q4 		$226K Sell
1,133
-1,737
-61% -$347K 0.05% 150
2022
Q3 		$539K Sell
2,870
-1,234
-30% -$240K 0.11% 75
2022
Q2 		$717K Buy
4,104
+1,799
+78% +$347K 0.07% 172
2022
Q1 		$466K Sell
2,305
-40
-2% -$9.2K 0.04% 269
2021
Q4 		$606K Buy
2,345
+12
+0.5% +$2.85K 0.05% 227
2021
Q3 		$473K Sell
2,333
-7
-0.3% -$1.4K 0.04% 271
2021
Q2 		$454K Sell
2,340
-2,629
-53% -$514K 0.04% 245
2021
Q1 		$945K Buy
4,969
+655
+15% +$112K 0.1% 140
2020
Q4 		$692K Sell
4,314
-2,045
-32% -$332K 0.08% 162
2020
Q3 		$990K Buy
6,359
+969
+18% +$149K 0.12% 109
2020
Q2 		$728K Buy
+5,390
New +$616K 0.13% 90
2019
Q3 		– Sell
-1,017
Closed -$103K – 275
2019
Q2 		$103K Buy
+1,017
New +$107K 0.02% 272
2019
Q1 		– Sell
-1,195
Closed -$110K – 177
2018
Q4 		$110K Buy
1,195
+1
+0.1% +$96 0.03% 223
2018
Q3 		$120K Buy
1,194
+114
+11% +$11.9K 0.03% 241
2018
Q2 		$103K Buy
+1,080
New +$97.8K 0.05% 146
2018
Q1 		– Sell
-1,145
Closed -$106K – 194
2017
Q4 		$106K Buy
+1,145
New +$94.7K 0.04% 178

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Almanack Investment Partners's LOW Position: Q3 2023 in Review

Almanack Investment Partners sold out of Lowe's Companies (LOW) in Q3 2023, closing a stake of 1,133 shares — an estimated $256K sold.

Almanack Investment Partners first reported a position in LOW in Q4 2017 and held it in 18 quarters. The position peaked at $990K in Q3 2020. 2,304 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

  • Almanack Investment Partners reported no remaining Lowe's Companies position as of Q3 2023 after selling out during the quarter.
  • Almanack Investment Partners sold 1,133 Lowe's Companies shares in Q3 2023, an estimated $256K.
  • Almanack Investment Partners first reported a position in Lowe's Companies in Q4 2017 and held it in 18 quarters.
  • Almanack Investment Partners's Lowe's Companies position peaked at $990K in Q3 2020.
  • 2,304 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on Almanack Investment Partners's 13F filing for Q3 2023, filed 5 Oct 2023.