Carmichael Hill & Associates’s Lowe's Companies LOW Stock Holding History

Carmichael Hill & Associates’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 Q3	$33.9K	Hold	125	–	–	0.01%	430
2024 Q2	$27.6K	Hold	125	–	–	0.01%	433
2024 Q1	$31.8K	Hold	125	–	–	0.01%	418
2023 Q4	$27.8K	Hold	125	–	–	0.01%	428
2023 Q3	$26K	Hold	125	–	–	0.01%	431
2023 Q2	$28.2K	Hold	125	–	–	0.01%	419
2023 Q1	$25K	Hold	125	–	–	0.01%	420
2022 Q4	$24.9K	Sell	125 -125	-50%	-$25K	0.01%	429
2022 Q3	$47K	Buy	250 +125	+100%	+$24.3K	0.03%	336
2022 Q2	$22K	Hold	125	–	–	0.01%	452
2022 Q1	$25K	Hold	125	–	–	0.01%	466
2021 Q4	$32K	Sell	125 -25	-17%	-$5.94K	0.01%	444
2021 Q3	$30K	Hold	150	–	–	0.01%	458
2021 Q2	$29K	Hold	150	–	–	0.01%	465
2021 Q1	$29K	Hold	150	–	–	0.02%	439
2020 Q4	$24K	Hold	150	–	–	0.01%	447
2020 Q3	$25K	Hold	150	–	–	0.02%	403
2020 Q2	$20K	Hold	150	–	–	0.01%	413
2020 Q1	$13K	Hold	150	–	–	0.01%	425
2019 Q4	$18K	Buy	+150	New	+$17.2K	0.01%	411

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Carmichael Hill & Associates's LOW Position: Q3 2024 in Review

Carmichael Hill & Associates held its Lowe's Companies (LOW) position steady in Q3 2024 at 125 shares worth $33.9K. The position accounts for 0.01% of the portfolio, ranked #430.

Carmichael Hill & Associates first reported a position in LOW in Q4 2019 and has held it in 20 quarters since. The position peaked at $47K in Q3 2022. 2,546 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

Carmichael Hill & Associates held 125 shares of Lowe's Companies worth $33.9K as of Q3 2024.
Carmichael Hill & Associates left its Lowe's Companies share count unchanged in Q3 2024.
Lowe's Companies made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #430 holding.
Carmichael Hill & Associates first reported a position in Lowe's Companies in Q4 2019 and has held it in 20 quarters since.
Carmichael Hill & Associates's Lowe's Companies position peaked at $47K in Q3 2022.
2,546 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.