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Custom Portfolio Group’s Lowe's Companies LOW Stock Holding History

Custom Portfolio Group’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 		$133K Hold
604
– – 0.1% 62
2024
Q1 		$154K Hold
604
– – 0.13% 54
2023
Q4 		$134K Buy
+604
New +$122K 0.12% 54

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Custom Portfolio Group's LOW Position: Q2 2024 in Review

Custom Portfolio Group held its Lowe's Companies (LOW) position steady in Q2 2024 at 604 shares worth $133K. The position accounts for 0.1% of the portfolio, ranked #62.

Custom Portfolio Group first reported a position in LOW in Q4 2023 and has held it in 3 quarters since. The position peaked at $154K in Q1 2024. 2,454 funds tracked by Wall St. Rank hold LOW as of Q2 2024.

  • Custom Portfolio Group held 604 shares of Lowe's Companies worth $133K as of Q2 2024.
  • Custom Portfolio Group left its Lowe's Companies share count unchanged in Q2 2024.
  • Lowe's Companies made up 0.1% of Custom Portfolio Group's portfolio in Q2 2024, its #62 holding.
  • Custom Portfolio Group first reported a position in Lowe's Companies in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Lowe's Companies position peaked at $154K in Q1 2024.
  • 2,454 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.