Crescent Grove Advisors’s Lowe's Companies LOW Stock Holding History

Crescent Grove 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	–	Sell	-804	Closed	-$205K	–	304
2024 Q1	$205K	Buy	+804	New	+$185K	0.02%	289
2022 Q4	–	Sell	-1,330	Closed	-$250K	–	281
2022 Q3	$250K	Buy	+1,330	New	+$259K	0.03%	226
2022 Q2	–	Sell	-1,192	Closed	-$241K	–	282
2022 Q1	$241K	Sell	1,192 -330	-22%	-$75.9K	0.02%	257
2021 Q4	$393K	Sell	1,522 -712	-32%	-$169K	0.04%	195
2021 Q3	$453K	Buy	2,234 +934	+72%	+$186K	0.05%	166
2021 Q2	$252K	Hold	1,300	–	–	0.03%	223
2021 Q1	$247K	Sell	1,300 -25	-2%	-$4.29K	0.03%	181
2020 Q4	$213K	Hold	1,325	–	–	0.03%	172
2020 Q3	$220K	Sell	1,325 -375	-22%	-$57.7K	0.04%	152
2020 Q2	$230K	Buy	+1,700	New	+$194K	0.05%	133
2020 Q1	–	Sell	-1,800	Closed	-$216K	–	158
2019 Q4	$216K	Buy	+1,800	New	+$206K	0.04%	145
2018 Q4	–	Sell	-1,800	Closed	-$207K	–	161
2018 Q3	$207K	Buy	+1,800	New	+$188K	0.04%	130

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

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

Crescent Grove Advisors's LOW Position: Q2 2024 in Review

Crescent Grove Advisors sold out of Lowe's Companies (LOW) in Q2 2024, closing a stake of 804 shares — an estimated $205K sold.

Crescent Grove Advisors first reported a position in LOW in Q3 2018 and held it in 12 quarters. The position peaked at $453K in Q3 2021. 2,449 funds tracked by Wall St. Rank hold LOW as of Q2 2024.

Crescent Grove Advisors reported no remaining Lowe's Companies position as of Q2 2024 after selling out during the quarter.
Crescent Grove Advisors sold 804 Lowe's Companies shares in Q2 2024, an estimated $205K.
Crescent Grove Advisors first reported a position in Lowe's Companies in Q3 2018 and held it in 12 quarters.
Crescent Grove Advisors's Lowe's Companies position peaked at $453K in Q3 2021.
2,449 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2024.

Based on Crescent Grove Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.