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CIC Wealth’s Lowe's Companies LOW Stock Holding History

CIC Wealth’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 		$3.65M Sell
13,472
-76
-0.6% -$18.4K 0.94% 24
2024
Q2 		$2.99M Buy
13,548
+1
+0% +$228 0.82% 29
2024
Q1 		$3.45M Sell
13,547
-2
-0% -$460 1% 26
2023
Q4 		$3.02M Sell
13,549
-3
-0% -$608 0.96% 27
2023
Q3 		$2.82M Sell
13,552
-458
-3% -$103K 1.01% 27
2023
Q2 		$3.16M Buy
14,010
+5
+0% +$1.04K 1.09% 24
2023
Q1 		$2.8M Buy
14,005
+130
+0.9% +$26.4K 1.06% 23
2022
Q4 		$2.76M Buy
+13,875
New +$2.77M 1.14% 22

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CIC Wealth's LOW Position: Q3 2024 in Review

CIC Wealth reduced its Lowe's Companies (LOW) stake by 0.56% in Q3 2024, selling an estimated $18.4K and leaving 13,472 shares worth $3.65M. The position accounts for 0.94% of the portfolio, ranked #24.

CIC Wealth first reported a position in LOW in Q4 2022 and has held it in 8 quarters since. 2,550 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

  • CIC Wealth held 13,472 shares of Lowe's Companies worth $3.65M as of Q3 2024.
  • CIC Wealth sold 76 Lowe's Companies shares in Q3 2024, an estimated $18.4K.
  • Lowe's Companies made up 0.94% of CIC Wealth's portfolio in Q3 2024, its #24 holding.
  • CIC Wealth first reported a position in Lowe's Companies in Q4 2022 and has held it in 8 quarters since.
  • 2,550 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.