Bridge Advisory’s Lowe's Companies LOW Stock Holding History

Bridge Advisory’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	–	Sell	-2,376	Closed	-$494K	–	136
2023 Q3	$494K	Buy	2,376 +8	+0.3%	+$1.8K	0.17%	91
2023 Q2	$534K	Sell	2,368 -130	-5%	-$27K	0.2%	80
2023 Q1	$500K	Buy	2,498 +217	+10%	+$44.1K	0.19%	80
2022 Q4	$454K	Sell	2,281 -20	-0.9%	-$4K	0.19%	82
2022 Q3	$432K	Sell	2,301 -20	-0.9%	-$3.9K	0.21%	77
2022 Q2	$420K	Buy	2,321 +73	+3%	+$14.1K	0.2%	74
2022 Q1	$455K	Sell	2,248 -12	-0.5%	-$2.76K	0.2%	66
2021 Q4	$584K	Buy	+2,260	New	+$537K	0.26%	60

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bridge Advisory's LOW Position: Q4 2023 in Review

Bridge Advisory sold out of Lowe's Companies (LOW) in Q4 2023, closing a stake of 2,376 shares — an estimated $494K sold.

Bridge Advisory first reported a position in LOW in Q4 2021 and held it in 8 quarters. The position peaked at $584K in Q4 2021. 2,455 funds tracked by Wall St. Rank hold LOW as of Q4 2023.

Bridge Advisory reported no remaining Lowe's Companies position as of Q4 2023 after selling out during the quarter.
Bridge Advisory sold 2,376 Lowe's Companies shares in Q4 2023, an estimated $494K.
Bridge Advisory first reported a position in Lowe's Companies in Q4 2021 and held it in 8 quarters.
Bridge Advisory's Lowe's Companies position peaked at $584K in Q4 2021.
2,455 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.

Based on Bridge Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.