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

Endurance 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
2023 Q2	$319K	Buy	1,415 +15	+1%	+$3.12K	0.04%	157
2023 Q1	$280K	Hold	1,400	–	–	0.04%	165
2022 Q4	$279K	Hold	1,400	–	–	0.04%	160
2022 Q3	$263K	Hold	1,400	–	–	0.04%	163
2022 Q2	$245K	Hold	1,400	–	–	0.04%	174
2022 Q1	$283K	Hold	1,400	–	–	0.04%	175
2021 Q4	$362K	Hold	1,400	–	–	0.04%	171
2021 Q3	$284K	Hold	1,400	–	–	0.03%	190
2021 Q2	$271K	Hold	1,400	–	–	0.03%	194
2021 Q1	$266K	Hold	1,400	–	–	0.03%	193
2020 Q4	$225K	Hold	1,400	–	–	0.03%	194
2020 Q3	$232K	Hold	1,400	–	–	0.03%	178
2020 Q2	$189K	Hold	1,400	–	–	0.03%	187
2020 Q1	$120K	Sell	1,400 -52	-4%	-$5.68K	0.02%	208
2019 Q4	$174K	Buy	1,452 +52	+4%	+$5.95K	0.03%	188
2019 Q3	$154K	Hold	1,400	–	–	0.03%	195
2019 Q2	$141K	Hold	1,400	–	–	0.02%	198
2019 Q1	$153K	Hold	1,400	–	–	0.03%	185
2018 Q4	$129K	Hold	1,400	–	–	0.02%	194
2018 Q3	$161K	Hold	1,400	–	–	0.03%	186
2018 Q2	$134K	Hold	1,400	–	–	0.02%	199
2018 Q1	$123K	Hold	1,400	–	–	0.02%	212
2017 Q4	$130K	Hold	1,400	–	–	0.02%	201
2017 Q3	$112K	Hold	1,400	–	–	0.02%	210
2017 Q2	$109K	Hold	1,400	–	–	0.02%	218
2017 Q1	$115K	Hold	1,400	–	–	0.02%	206
2016 Q4	$100K	Hold	1,400	–	–	0.02%	220
2016 Q3	$99K	Hold	1,400	–	–	0.02%	218
2016 Q2	$111K	Hold	1,400	–	–	0.02%	203
2016 Q1	$106	Hold	1,400	–	–	0.01%	209
2015 Q4	$106K	Hold	1,400	–	–	0.02%	210
2015 Q3	$103K	Hold	1,400	–	–	0.02%	216
2015 Q2	$94K	Buy	+1,400	New	+$99.8K	0.02%	219

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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 $315B AUM 27.84% 1-Year Est. Return

Endurance Wealth Management's LOW Position: Q2 2023 in Review

Endurance Wealth Management increased its Lowe's Companies (LOW) stake by 1.1% in Q2 2023, buying an estimated $3.12K and bringing the position to 1,415 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #157.

Endurance Wealth Management first reported a position in LOW in Q2 2015 and has held it in 33 quarters since. The position peaked at $362K in Q4 2021. 2,344 funds tracked by Wall St. Rank hold LOW as of Q2 2023.

Endurance Wealth Management held 1,415 shares of Lowe's Companies worth $319K as of Q2 2023.
Endurance Wealth Management bought 15 Lowe's Companies shares in Q2 2023, an estimated $3.12K.
Lowe's Companies made up 0.04% of Endurance Wealth Management's portfolio in Q2 2023, its #157 holding.
Endurance Wealth Management first reported a position in Lowe's Companies in Q2 2015 and has held it in 33 quarters since.
Endurance Wealth Management's Lowe's Companies position peaked at $362K in Q4 2021.
2,344 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.