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Baystate Wealth Management’s Lowe's Companies LOW Stock Holding History

Baystate Wealth 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
Q4 		$757K Buy
3,399
+39
+1% +$7.91K 0.06% 113
2023
Q3 		$699K Sell
3,360
-134
-4% -$30.1K 0.06% 106
2023
Q2 		$789K Buy
3,494
+398
+13% +$82.8K 0.06% 102
2023
Q1 		$619K Buy
3,096
+44
+1% +$8.94K 0.05% 118
2022
Q4 		$608K Buy
3,052
+12
+0.4% +$2.4K 0.06% 126
2022
Q3 		$571K Buy
3,040
+12
+0.4% +$2.34K 0.06% 112
2022
Q2 		$529K Sell
3,028
-276
-8% -$53.2K 0.05% 120
2022
Q1 		$668K Sell
3,304
-22
-0.7% -$5.06K 0.06% 103
2021
Q4 		$860K Buy
3,326
+33
+1% +$7.84K 0.08% 86
2021
Q3 		$668K Buy
3,293
+32
+1% +$6.38K 0.07% 91
2021
Q2 		$633K Buy
3,261
+99
+3% +$19.4K 0.06% 87
2021
Q1 		$601K Buy
3,162
+12
+0.4% +$2.06K 0.06% 86
2020
Q4 		$506K Sell
3,150
-90
-3% -$14.6K 0.06% 82
2020
Q3 		$537K Buy
3,240
+709
+28% +$109K 0.06% 73
2020
Q2 		$342K Sell
2,531
-471
-16% -$53.8K 0.04% 86
2020
Q1 		$258K Buy
3,002
+1,106
+58% +$121K 0.03% 89
2019
Q4 		$227K Buy
1,896
+6
+0.3% +$686 0.03% 108
2019
Q3 		$208K Buy
1,890
+8
+0.4% +$845 0.03% 103
2019
Q2 		$192K Sell
1,882
-5
-0.3% -$527 0.03% 107
2019
Q1 		$215K Buy
1,887
+19
+1% +$1.9K 0.03% 102
2018
Q4 		$177K Buy
1,868
+556
+42% +$53.6K 0.03% 105
2018
Q3 		$139K Buy
1,312
+6
+0.5% +$625 0.02% 102
2018
Q2 		$129K Sell
1,306
-263
-17% -$23.8K 0.02% 108
2018
Q1 		$132K Hold
1,569
– – 0.02% 105
2017
Q4 		$168K Hold
1,569
– – 0.03% 95
2017
Q3 		$128K Buy
1,569
+800
+104% +$61.3K 0.02% 106
2017
Q2 		$59K Sell
769
-38
-5% -$3.11K 0.01% 168
2017
Q1 		$66K Buy
807
+103
+15% +$7.88K 0.01% 157
2016
Q4 		$51K Buy
+704
New +$49.8K 0.01% 149

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Baystate Wealth Management's LOW Position: Q4 2023 in Review

Baystate Wealth Management increased its Lowe's Companies (LOW) stake by 1.2% in Q4 2023, buying an estimated $7.91K and bringing the position to 3,399 shares worth $757K. The position accounts for 0.06% of the portfolio, ranked #113.

Baystate Wealth Management first reported a position in LOW in Q4 2016 and has held it in 29 quarters since. The position peaked at $860K in Q4 2021. 2,455 funds tracked by Wall St. Rank hold LOW as of Q4 2023.

  • Baystate Wealth Management held 3,399 shares of Lowe's Companies worth $757K as of Q4 2023.
  • Baystate Wealth Management bought 39 Lowe's Companies shares in Q4 2023, an estimated $7.91K.
  • Lowe's Companies made up 0.06% of Baystate Wealth Management's portfolio in Q4 2023, its #113 holding.
  • Baystate Wealth Management first reported a position in Lowe's Companies in Q4 2016 and has held it in 29 quarters since.
  • Baystate Wealth Management's Lowe's Companies position peaked at $860K in Q4 2021.
  • 2,455 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.