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Crumly & Associates’s Lowe's Companies LOW Stock Holding History

Crumly & Associates’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
-1,270
Closed -$287K – 119
2023
Q2 		$287K Buy
1,270
+102
+9% +$21.2K 0.11% 99
2023
Q1 		$234K Sell
1,168
-6
-0.5% -$1.22K 0.1% 102
2022
Q4 		$234K Sell
1,174
-1,080
-48% -$216K 0.09% 90
2022
Q3 		$423K Sell
2,254
-144
-6% -$28K 0.17% 73
2022
Q2 		$419K Buy
2,398
+38
+2% +$7.33K 0.17% 72
2022
Q1 		$477K Buy
2,360
+297
+14% +$68.3K 0.18% 73
2021
Q4 		$483K Buy
2,063
+451
+28% +$107K 0.19% 72
2021
Q3 		$327K Buy
+1,612
New +$321K 0.15% 83

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Crumly & Associates's LOW Position: Q3 2023 in Review

Crumly & Associates sold out of Lowe's Companies (LOW) in Q3 2023, closing a stake of 1,270 shares — an estimated $287K sold.

Crumly & Associates first reported a position in LOW in Q3 2021 and held it in 8 quarters. The position peaked at $483K in Q4 2021. 2,304 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

  • Crumly & Associates reported no remaining Lowe's Companies position as of Q3 2023 after selling out during the quarter.
  • Crumly & Associates sold 1,270 Lowe's Companies shares in Q3 2023, an estimated $287K.
  • Crumly & Associates first reported a position in Lowe's Companies in Q3 2021 and held it in 8 quarters.
  • Crumly & Associates's Lowe's Companies position peaked at $483K in Q4 2021.
  • 2,304 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on Crumly & Associates's 13F filing for Q3 2023, filed 2 Nov 2023.