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Cedar Brook Financial Partners’s Lowe's Companies LOW Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-2,327
Closed -$593K – 248
2024
Q1 		$593K Buy
2,327
+137
+6% +$31.5K 0.12% 182
2023
Q4 		$482K Buy
2,190
+800
+58% +$162K 0.11% 196
2023
Q3 		$289K Sell
1,390
-89
-6% -$20K 0.08% 264
2023
Q2 		$334K Sell
1,479
-56
-4% -$11.6K 0.08% 258
2023
Q1 		$307K Buy
1,535
+66
+4% +$13.4K 0.08% 267
2022
Q4 		$293K Sell
1,469
-102
-6% -$20.4K 0.08% 271
2022
Q3 		$295K Sell
1,571
-55
-3% -$10.7K 0.09% 245
2022
Q2 		$284K Sell
1,626
-142
-8% -$27.4K 0.09% 250
2022
Q1 		$357K Sell
1,768
-20
-1% -$4.6K 0.09% 234
2021
Q4 		$462K Buy
1,788
+2
+0.1% +$475 0.12% 194
2021
Q3 		$362K Sell
1,786
-221
-11% -$44K 0.11% 215
2021
Q2 		$389K Buy
2,007
+4
+0.2% +$783 0.11% 218
2021
Q1 		$381K Sell
2,003
-143
-7% -$24.5K 0.13% 182
2020
Q4 		$344K Sell
2,146
-461
-18% -$74.9K 0.12% 192
2020
Q3 		$432K Buy
2,607
+64
+3% +$9.86K 0.17% 154
2020
Q2 		$344K Buy
2,543
+114
+5% +$13K 0.15% 171
2020
Q1 		$209K Sell
2,429
-8,425
-78% -$921K 0.12% 219
2019
Q4 		$1.3M Buy
10,854
+750
+7% +$85.8K 0.55% 51
2019
Q3 		$1.11M Sell
10,104
-38
-0.4% -$4.01K 0.49% 59
2019
Q2 		$1.02M Sell
10,142
-13
-0.1% -$1.37K 0.47% 60
2019
Q1 		$1.11M Buy
10,155
+465
+5% +$46.4K 0.54% 52
2018
Q4 		$895K Buy
+9,690
New +$934K 0.54% 52

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cedar Brook Financial Partners's LOW Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Lowe's Companies (LOW) in Q2 2024, closing a stake of 2,327 shares — an estimated $593K sold.

Cedar Brook Financial Partners first reported a position in LOW in Q4 2018 and held it in 22 quarters. The position peaked at $1.3M in Q4 2019. 2,449 funds tracked by Wall St. Rank hold LOW as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Lowe's Companies position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 2,327 Lowe's Companies shares in Q2 2024, an estimated $593K.
  • Cedar Brook Financial Partners first reported a position in Lowe's Companies in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's Lowe's Companies position peaked at $1.3M in Q4 2019.
  • 2,449 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.