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Annapolis Financial Services’s Lowe's Companies LOW Stock Holding History

Annapolis Financial Services’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 		$33.5K Buy
124
+3
+2% +$727 0.01% 184
2024
Q2 		$26.7K Hold
121
– – 0.01% 198
2024
Q1 		$30.8K Sell
121
-293
-71% -$67.4K 0.01% 188
2023
Q4 		$92.1K Sell
414
-13
-3% -$2.63K 0.02% 153
2023
Q3 		$88.7K Hold
427
– – 0.03% 150
2023
Q2 		$96.4K Buy
427
+13
+3% +$2.7K 0.03% 147
2023
Q1 		$82.8K Hold
414
– – 0.03% 146
2022
Q4 		$82.5K Sell
414
-14
-3% -$2.8K 0.03% 147
2022
Q3 		$80K Sell
428
-35
-8% -$6.82K 0.03% 146
2022
Q2 		$81K Sell
463
-26
-5% -$5.01K 0.03% 149
2022
Q1 		$99K Buy
489
+35
+8% +$8.05K 0.03% 142
2021
Q4 		$117K Buy
454
+135
+42% +$32.1K 0.04% 135
2021
Q3 		$65K Hold
319
– – 0.02% 156
2021
Q2 		$62K Buy
319
+8
+3% +$1.56K 0.02% 149
2021
Q1 		$59K Hold
311
– – 0.02% 148
2020
Q4 		$50K Buy
+311
New +$50.5K 0.02% 145

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

Annapolis Financial Services's LOW Position: Q3 2024 in Review

Annapolis Financial Services increased its Lowe's Companies (LOW) stake by 2.5% in Q3 2024, buying an estimated $727 and bringing the position to 124 shares worth $33.5K. The position accounts for 0.01% of the portfolio, ranked #184.

Annapolis Financial Services first reported a position in LOW in Q4 2020 and has held it in 16 quarters since. The position peaked at $117K in Q4 2021. 2,546 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

  • Annapolis Financial Services held 124 shares of Lowe's Companies worth $33.5K as of Q3 2024.
  • Annapolis Financial Services bought 3 Lowe's Companies shares in Q3 2024, an estimated $727.
  • Lowe's Companies made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #184 holding.
  • Annapolis Financial Services first reported a position in Lowe's Companies in Q4 2020 and has held it in 16 quarters since.
  • Annapolis Financial Services's Lowe's Companies position peaked at $117K in Q4 2021.
  • 2,546 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.