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Clear Rock Advisors’s Lowe's Companies LOW Stock Holding History

Clear Rock Advisors’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 		$244K Hold
1,106
– – 0.1% 65
2024
Q1 		$282K Hold
1,106
– – 0.12% 63
2023
Q4 		$246K Buy
+1,106
New +$224K 0.11% 65

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

Clear Rock Advisors's LOW Position: Q2 2024 in Review

Clear Rock Advisors held its Lowe's Companies (LOW) position steady in Q2 2024 at 1,106 shares worth $244K. The position accounts for 0.1% of the portfolio, ranked #65.

Clear Rock Advisors first reported a position in LOW in Q4 2023 and has held it in 3 quarters since. The position peaked at $282K in Q1 2024. 2,449 funds tracked by Wall St. Rank hold LOW as of Q2 2024.

  • Clear Rock Advisors held 1,106 shares of Lowe's Companies worth $244K as of Q2 2024.
  • Clear Rock Advisors left its Lowe's Companies share count unchanged in Q2 2024.
  • Lowe's Companies made up 0.1% of Clear Rock Advisors's portfolio in Q2 2024, its #65 holding.
  • Clear Rock Advisors first reported a position in Lowe's Companies in Q4 2023 and has held it in 3 quarters since.
  • Clear Rock Advisors's Lowe's Companies position peaked at $282K in Q1 2024.
  • 2,449 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.