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Cottonwood Capital Advisors’s Lowe's Companies LOW Stock Holding History

Cottonwood Capital 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
2025
Q1 		– Sell
-979
Closed -$242K – 129
2024
Q4 		$242K Buy
979
+69
+8% +$18.4K 0.17% 108
2024
Q3 		$246K Sell
910
-86
-9% -$20.8K 0.18% 103
2024
Q2 		$215K Sell
996
-257
-21% -$58.6K 0.17% 107
2024
Q1 		$288K Sell
1,253
-280
-18% -$64.4K 0.23% 88
2023
Q4 		$341K Buy
1,533
+548
+56% +$111K 0.28% 80
2023
Q3 		$205K Buy
+985
New +$222K 0.19% 102
2022
Q1 		– Sell
-840
Closed -$217K – 111
2021
Q4 		$217K Buy
+840
New +$200K 0.17% 102

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cottonwood Capital Advisors's LOW Position: Q1 2025 in Review

Cottonwood Capital Advisors sold out of Lowe's Companies (LOW) in Q1 2025, closing a stake of 979 shares — an estimated $242K sold.

Cottonwood Capital Advisors first reported a position in LOW in Q4 2021 and held it in 7 quarters. The position peaked at $341K in Q4 2023. 2,643 funds tracked by Wall St. Rank hold LOW as of Q1 2025.

  • Cottonwood Capital Advisors reported no remaining Lowe's Companies position as of Q1 2025 after selling out during the quarter.
  • Cottonwood Capital Advisors sold 979 Lowe's Companies shares in Q1 2025, an estimated $242K.
  • Cottonwood Capital Advisors first reported a position in Lowe's Companies in Q4 2021 and held it in 7 quarters.
  • Cottonwood Capital Advisors's Lowe's Companies position peaked at $341K in Q4 2023.
  • 2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2025.

Based on Cottonwood Capital Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.