Colonial River Investments’s Lowe's Companies LOW Stock Holding History

Colonial River Investments’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 Q1	–	Sell	-924	Closed	-$206K	–	199
2023 Q4	$206K	Buy	+924	New	+$187K	0.12%	190
2023 Q2	–	Sell	-2,461	Closed	-$492K	–	193
2023 Q1	$492K	Buy	2,461 +127	+5%	+$25.8K	0.29%	94
2022 Q4	$465K	Buy	2,334 +122	+6%	+$24.4K	0.3%	88
2022 Q3	$415K	Buy	2,212 +33	+2%	+$6.43K	0.29%	91
2022 Q2	$381K	Buy	2,179 +616	+39%	+$119K	0.25%	106
2022 Q1	$316K	Sell	1,563 -68	-4%	-$15.6K	0.18%	137
2021 Q4	$422K	Buy	+1,631	New	+$388K	0.23%	116
2021 Q3	–	Sell	-1,416	Closed	-$275K	–	128
2021 Q2	$275K	Buy	1,416 +72	+5%	+$14.1K	0.2%	129
2021 Q1	$256K	Buy	1,344 +6	+0.4%	+$1.03K	0.21%	119
2020 Q4	$237	Buy	+1,338	New	+$217K	0.11%	121

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Colonial River Investments's LOW Position: Q1 2024 in Review

Colonial River Investments sold out of Lowe's Companies (LOW) in Q1 2024, closing a stake of 924 shares — an estimated $206K sold.

Colonial River Investments first reported a position in LOW in Q4 2020 and held it in 10 quarters. The position peaked at $492K in Q1 2023. 2,501 funds tracked by Wall St. Rank hold LOW as of Q1 2024.

Colonial River Investments reported no remaining Lowe's Companies position as of Q1 2024 after selling out during the quarter.
Colonial River Investments sold 924 Lowe's Companies shares in Q1 2024, an estimated $206K.
Colonial River Investments first reported a position in Lowe's Companies in Q4 2020 and held it in 10 quarters.
Colonial River Investments's Lowe's Companies position peaked at $492K in Q1 2023.
2,501 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.

Based on Colonial River Investments's 13F filing for Q1 2024, filed 10 May 2024.