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

Connectus 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
Q1 		$4.17M Sell
16,366
-1,584
-9% -$364K 0.11% 131
2023
Q4 		$3.77M Buy
17,950
+759
+4% +$154K 0.08% 188
2023
Q3 		$3.55M Sell
17,191
-2,954
-15% -$665K 0.08% 197
2023
Q2 		$4.53M Buy
20,145
+2,172
+12% +$452K 0.1% 148
2023
Q1 		$3.6M Sell
17,973
-107
-0.6% -$21.7K 0.09% 168
2022
Q4 		$3.6M Sell
18,080
-2,336
-11% -$467K 0.09% 159
2022
Q3 		$3.83M Sell
20,416
-1,275
-6% -$248K 0.08% 203
2022
Q2 		$3.79M Buy
21,691
+19,606
+940% +$3.78M 0.09% 164
2022
Q1 		$540K Sell
2,085
-365
-15% -$84K 0.02% 300
2021
Q4 		$634K Buy
+2,450
New +$582K 0.02% 254

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

Connectus Wealth's LOW Position: Q1 2024 in Review

Connectus Wealth reduced its Lowe's Companies (LOW) stake by 8.8% in Q1 2024, selling an estimated $364K and leaving 16,366 shares worth $4.17M. The position accounts for 0.11% of the portfolio, ranked #131.

Connectus Wealth first reported a position in LOW in Q4 2021 and has held it in 10 quarters since. The position peaked at $4.53M in Q2 2023. 2,501 funds tracked by Wall St. Rank hold LOW as of Q1 2024.

  • Connectus Wealth held 16,366 shares of Lowe's Companies worth $4.17M as of Q1 2024.
  • Connectus Wealth sold 1,584 Lowe's Companies shares in Q1 2024, an estimated $364K.
  • Lowe's Companies made up 0.11% of Connectus Wealth's portfolio in Q1 2024, its #131 holding.
  • Connectus Wealth first reported a position in Lowe's Companies in Q4 2021 and has held it in 10 quarters since.
  • Connectus Wealth's Lowe's Companies position peaked at $4.53M in Q2 2023.
  • 2,501 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.