DFPG Investments’s Lowe's Companies LOW Stock Holding History

DFPG Investments’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 Q4	$2.42M	Sell	11,411 -293	-3%	-$59.4K	0.19%	127
2023 Q3	$2.23M	Sell	11,704 -858	-7%	-$193K	0.21%	121
2023 Q2	$2.9M	Sell	12,562 -33	-0.3%	-$6.86K	0.26%	93
2023 Q1	$2.52M	Buy	12,595 +407	+3%	+$82.7K	0.27%	89
2022 Q4	$2.54M	Buy	+12,188	New	+$2.44M	0.42%	59
2021 Q4	–	Sell	-945	Closed	-$205K	–	189
2021 Q3	$205K	Buy	+945	New	+$188K	0.08%	169

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

DFPG Investments's LOW Position: Q4 2023 in Review

DFPG Investments reduced its Lowe's Companies (LOW) stake by 2.5% in Q4 2023, selling an estimated $59.4K and leaving 11,411 shares worth $2.42M. The position accounts for 0.19% of the portfolio, ranked #127.

DFPG Investments first reported a position in LOW in Q3 2021 and has held it in 6 quarters since. The position peaked at $2.9M in Q2 2023. 2,455 funds tracked by Wall St. Rank hold LOW as of Q4 2023.

DFPG Investments held 11,411 shares of Lowe's Companies worth $2.42M as of Q4 2023.
DFPG Investments sold 293 Lowe's Companies shares in Q4 2023, an estimated $59.4K.
Lowe's Companies made up 0.19% of DFPG Investments's portfolio in Q4 2023, its #127 holding.
DFPG Investments first reported a position in Lowe's Companies in Q3 2021 and has held it in 6 quarters since.
DFPG Investments's Lowe's Companies position peaked at $2.9M in Q2 2023.
2,455 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.