Benjamin F. Edwards & Company’s Lowe's Companies LOW Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$14.3M	Buy	64,690 +3,769	+6%	+$860K	0.25%	114
2024 Q1	$15.5M	Buy	60,921 +170	+0.3%	+$39.1K	0.28%	100
2023 Q4	$13.5M	Buy	60,751 +1,570	+3%	+$318K	0.27%	105
2023 Q3	$12.3M	Sell	59,181 -1,089	-2%	-$245K	0.47%	45
2023 Q2	$13.6M	Buy	60,270 +954	+2%	+$198K	0.52%	40
2023 Q1	$11.9M	Buy	59,316 +290	+0.5%	+$58.9K	0.5%	42
2022 Q4	$11.8M	Sell	59,026 -15,628	-21%	-$3.12M	0.53%	39
2022 Q3	$14M	Sell	74,654 -1,399	-2%	-$272K	0.7%	29
2022 Q2	$13.3M	Buy	76,053 +2,607	+4%	+$503K	0.64%	31
2022 Q1	$14.8M	Buy	73,446 +3,652	+5%	+$840K	0.66%	33
2021 Q4	$18M	Buy	69,794 +15,326	+28%	+$3.64M	0.8%	20
2021 Q3	$11M	Sell	54,468 -923	-2%	-$184K	0.56%	37
2021 Q2	$10.7M	Sell	55,391 -368	-0.7%	-$72K	0.55%	35
2021 Q1	$10.6M	Sell	55,759 -32	-0.1%	-$5.49K	0.57%	38
2020 Q4	$8.96M	Sell	55,791 -3,783	-6%	-$614K	0.53%	44
2020 Q3	$9.88M	Sell	59,574 -226	-0.4%	-$34.8K	0.66%	30
2020 Q2	$8.08M	Sell	59,800 -1,761	-3%	-$201K	0.59%	39
2020 Q1	$5.3M	Buy	61,561 +689	+1%	+$75.3K	0.45%	56
2019 Q4	$7.29M	Sell	60,872 -740	-1%	-$84.6K	0.51%	42
2019 Q3	$6.78M	Buy	61,612 +2,221	+4%	+$234K	0.53%	38
2019 Q2	$5.99M	Buy	59,391 +3,182	+6%	+$336K	0.5%	38
2019 Q1	$6.15M	Buy	56,209 +1,251	+2%	+$125K	0.56%	37
2018 Q4	$5.08M	Buy	54,958 +2,169	+4%	+$209K	0.53%	43
2018 Q3	$6.06M	Sell	52,789 -154	-0.3%	-$16K	0.57%	36
2018 Q2	$5.06M	Buy	52,943 +2,267	+4%	+$205K	0.5%	46
2018 Q1	$4.45M	Buy	50,676 +2,103	+4%	+$199K	0.45%	49
2017 Q4	$4.51M	Sell	48,573 -5,701	-11%	-$471K	0.47%	48
2017 Q3	$4.34M	Sell	54,274 -4,497	-8%	-$344K	0.52%	42
2017 Q2	$4.56M	Sell	58,771 -1,369	-2%	-$112K	0.6%	37
2017 Q1	$4.94M	Buy	60,140 +3,158	+6%	+$242K	0.73%	30
2016 Q4	$4.05M	Buy	56,982 +5,090	+10%	+$360K	0.66%	35
2016 Q3	$3.75M	Buy	51,892 +2,812	+6%	+$219K	0.66%	37
2016 Q2	$3.89M	Sell	49,080 -1,749	-3%	-$135K	0.76%	32
2016 Q1	$3.85M	Buy	50,829 +683	+1%	+$48.2K	0.8%	29
2015 Q4	$3.81M	Sell	50,146 -742	-1%	-$55.1K	0.82%	29
2015 Q3	$3.51M	Buy	50,888 +1,422	+3%	+$97.8K	0.77%	32
2015 Q2	$3.31M	Buy	49,466 +124	+0.3%	+$8.84K	0.66%	37
2015 Q1	$3.67M	Buy	49,342 +5,504	+13%	+$395K	0.77%	31
2014 Q4	$3.02M	Buy	43,838 +1,584	+4%	+$94.8K	0.7%	31
2014 Q3	$2.24M	Buy	42,254 +2,359	+6%	+$119K	0.56%	42
2014 Q2	$1.92M	Buy	39,895 +671	+2%	+$31.3K	0.49%	43
2014 Q1	$1.92M	Sell	39,224 -68	-0.2%	-$3.28K	0.53%	42
2013 Q4	$1.95M	Buy	39,292 +376	+1%	+$18.3K	0.66%	36
2013 Q3	$1.85M	Sell	38,916 -278	-0.7%	-$12.6K	0.69%	35
2013 Q2	$1.6M	Buy	+39,194	New	+$1.58M	0.64%	39

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Benjamin F. Edwards & Company's LOW Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Lowe's Companies (LOW) stake by 6.2% in Q2 2024, buying an estimated $860K and bringing the position to 64,690 shares worth $14.3M. The position accounts for 0.25% of the portfolio, ranked #114.

Benjamin F. Edwards & Company first reported a position in LOW in Q2 2013 and has held it in 45 quarters since. The position peaked at $18M in Q4 2021. 2,450 funds tracked by Wall St. Rank hold LOW as of Q2 2024.

Benjamin F. Edwards & Company held 64,690 shares of Lowe's Companies worth $14.3M as of Q2 2024.
Benjamin F. Edwards & Company bought 3,769 Lowe's Companies shares in Q2 2024, an estimated $860K.
Lowe's Companies made up 0.25% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #114 holding.
Benjamin F. Edwards & Company first reported a position in Lowe's Companies in Q2 2013 and has held it in 45 quarters since.
Benjamin F. Edwards & Company's Lowe's Companies position peaked at $18M in Q4 2021.
2,450 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.