BCM
LOW icon

Birch Capital Management’s Lowe's Companies LOW Stock Holding History

Birch Capital 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
2024
Q1 		– Sell
-39
Closed -$8.73K – 93
2023
Q4 		$8.73K Hold
39
– – 0.01% 80
2023
Q3 		$8.15K Hold
39
– – 0.01% 81
2023
Q2 		$8.85K Hold
39
– – 0.01% 85
2023
Q1 		$7.84K Hold
39
– – 0.01% 87
2022
Q4 		$7.82K Hold
39
– – 0.01% 91
2022
Q3 		$7.37K Buy
+39
New +$7.6K 0.01% 90

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Birch Capital Management's LOW Position: Q1 2024 in Review

Birch Capital Management sold out of Lowe's Companies (LOW) in Q1 2024, closing a stake of 39 shares — an estimated $8.73K sold.

Birch Capital Management first reported a position in LOW in Q3 2022 and held it in 6 quarters. The position peaked at $8.85K in Q2 2023. 2,501 funds tracked by Wall St. Rank hold LOW as of Q1 2024.

  • Birch Capital Management reported no remaining Lowe's Companies position as of Q1 2024 after selling out during the quarter.
  • Birch Capital Management sold 39 Lowe's Companies shares in Q1 2024, an estimated $8.73K.
  • Birch Capital Management first reported a position in Lowe's Companies in Q3 2022 and held it in 6 quarters.
  • Birch Capital Management's Lowe's Companies position peaked at $8.85K in Q2 2023.
  • 2,501 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.

Based on Birch Capital Management's 13F filing for Q1 2024, filed 11 Apr 2024.