Birch Hill Investment Advisors’s Lowe's Companies LOW Stock Holding History

Birch Hill Investment Advisors’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 Q4	–	Sell	-786	Closed	-$213K	–	185
2024 Q3	$213K	Buy	+786	New	+$190K	0.01%	176
2024 Q2	–	Sell	-786	Closed	-$200K	–	177
2024 Q1	$200K	Buy	+786	New	+$181K	0.01%	171
2022 Q1	–	Sell	-976	Closed	-$252K	–	167
2021 Q4	$252K	Buy	+976	New	+$232K	0.01%	160

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Norges Bank Oslo, Norway $935B AUM

Birch Hill Investment Advisors's LOW Position: Q4 2024 in Review

Birch Hill Investment Advisors sold out of Lowe's Companies (LOW) in Q4 2024, closing a stake of 786 shares — an estimated $213K sold.

Birch Hill Investment Advisors first reported a position in LOW in Q4 2021 and held it in 3 quarters. The position peaked at $252K in Q4 2021. 2,708 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

Birch Hill Investment Advisors reported no remaining Lowe's Companies position as of Q4 2024 after selling out during the quarter.
Birch Hill Investment Advisors sold 786 Lowe's Companies shares in Q4 2024, an estimated $213K.
Birch Hill Investment Advisors first reported a position in Lowe's Companies in Q4 2021 and held it in 3 quarters.
Birch Hill Investment Advisors's Lowe's Companies position peaked at $252K in Q4 2021.
2,708 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on Birch Hill Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.