Collective Family Office’s Lowe's Companies LOW Stock Holding History

Collective Family Office’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
2023 Q3	–	Sell	-954	Closed	-$215K	–	175
2023 Q2	$215K	Buy	+954	New	+$198K	0.08%	166
2022 Q2	–	Sell	-1,063	Closed	-$215K	–	192
2022 Q1	$215K	Hold	1,063	–	–	0.08%	180
2021 Q4	$275K	Buy	1,063 +7	+0.7%	+$1.66K	0.11%	157
2021 Q3	$214K	Buy	1,056 +19	+2%	+$3.79K	0.09%	166
2021 Q2	$201K	Buy	+1,037	New	+$203K	0.09%	170

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Collective Family Office's LOW Position: Q3 2023 in Review

Collective Family Office sold out of Lowe's Companies (LOW) in Q3 2023, closing a stake of 954 shares — an estimated $215K sold.

Collective Family Office first reported a position in LOW in Q2 2021 and held it in 5 quarters. The position peaked at $275K in Q4 2021. 2,305 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

Collective Family Office reported no remaining Lowe's Companies position as of Q3 2023 after selling out during the quarter.
Collective Family Office sold 954 Lowe's Companies shares in Q3 2023, an estimated $215K.
Collective Family Office first reported a position in Lowe's Companies in Q2 2021 and held it in 5 quarters.
Collective Family Office's Lowe's Companies position peaked at $275K in Q4 2021.
2,305 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on Collective Family Office's 13F filing for Q3 2023, filed 13 Oct 2023.