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Destination Wealth Management’s Lowe's Companies LOW Stock Holding History

Destination Wealth Management’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
Q4 		– Sell
-819
Closed -$222K – 251
2024
Q3 		$222K Buy
+819
New +$198K 0.01% 216
2024
Q2 		– Sell
-940
Closed -$239K – 222
2024
Q1 		$239K Buy
940
+1
+0.1% +$230 0.01% 190
2023
Q4 		$209K Sell
939
-103
-10% -$20.9K 0.01% 192
2023
Q3 		$217K Buy
1,042
+103
+11% +$23.2K 0.01% 186
2023
Q2 		$212K Sell
939
-244
-21% -$50.8K 0.01% 190
2023
Q1 		$237K Buy
+1,183
New +$240K 0.01% 189
2022
Q1 		– Sell
-886
Closed -$229K – 201
2021
Q4 		$229K Buy
+886
New +$211K 0.01% 189
2019
Q3 		– Sell
-966
Closed -$97K – 337
2019
Q2 		$97K Sell
966
-119
-11% -$12.6K 0.01% 187
2019
Q1 		$119K Sell
1,085
-142
-12% -$14.2K 0.01% 175
2018
Q4 		$113K Buy
1,227
+137
+13% +$13.2K 0.01% 169
2018
Q3 		$125K Sell
1,090
-948
-47% -$98.8K 0.01% 187
2018
Q2 		$195K Buy
2,038
+955
+88% +$86.4K 0.01% 139
2018
Q1 		$95K Buy
+1,083
New +$103K 0.01% 189

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Destination Wealth Management's LOW Position: Q4 2024 in Review

Destination Wealth Management sold out of Lowe's Companies (LOW) in Q4 2024, closing a stake of 819 shares — an estimated $222K sold.

Destination Wealth Management first reported a position in LOW in Q1 2018 and held it in 13 quarters. The position peaked at $239K in Q1 2024. 2,707 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

  • Destination Wealth Management reported no remaining Lowe's Companies position as of Q4 2024 after selling out during the quarter.
  • Destination Wealth Management sold 819 Lowe's Companies shares in Q4 2024, an estimated $222K.
  • Destination Wealth Management first reported a position in Lowe's Companies in Q1 2018 and held it in 13 quarters.
  • Destination Wealth Management's Lowe's Companies position peaked at $239K in Q1 2024.
  • 2,707 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on Destination Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.