Cassady Schiller Wealth Management’s Lowe's Companies LOW Stock Holding History

Cassady Schiller Wealth 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 Q4	$276K	Buy	1,118 +12	+1%	+$3.21K	0.1%	95
2024 Q3	$300K	Hold	1,106	–	–	0.11%	94
2024 Q2	$244K	Sell	1,106 -450	-29%	-$103K	0.1%	102
2024 Q1	$396K	Hold	1,556	–	–	0.18%	74
2023 Q4	$346K	Hold	1,556	–	–	0.17%	72
2023 Q3	$323K	Hold	1,556	–	–	0.18%	74
2023 Q2	$351K	Hold	1,556	–	–	0.19%	76
2023 Q1	$311K	Sell	1,556 -18	-1%	-$3.66K	0.15%	81
2022 Q4	$314K	Sell	1,574 -5	-0.3%	-$999	0.19%	80
2022 Q3	$297K	Sell	1,579 -6	-0.4%	-$1.17K	0.17%	82
2022 Q2	$277K	Sell	1,585 -1	-0.1%	-$193	0.15%	82
2022 Q1	$321K	Buy	1,586 +16	+1%	+$3.68K	0.15%	83
2021 Q4	$406K	Buy	+1,570	New	+$373K	0.24%	61

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

Cassady Schiller Wealth Management's LOW Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Lowe's Companies (LOW) stake by 1.1% in Q4 2024, buying an estimated $3.21K and bringing the position to 1,118 shares worth $276K. The position accounts for 0.1% of the portfolio, ranked #95.

Cassady Schiller Wealth Management first reported a position in LOW in Q4 2021 and has held it in 13 quarters since. The position peaked at $406K in Q4 2021. 2,707 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

Cassady Schiller Wealth Management held 1,118 shares of Lowe's Companies worth $276K as of Q4 2024.
Cassady Schiller Wealth Management bought 12 Lowe's Companies shares in Q4 2024, an estimated $3.21K.
Lowe's Companies made up 0.1% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #95 holding.
Cassady Schiller Wealth Management first reported a position in Lowe's Companies in Q4 2021 and has held it in 13 quarters since.
Cassady Schiller Wealth Management's Lowe's Companies position peaked at $406K in Q4 2021.
2,707 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.