Epic Trust Investment Advisors’s Lowe's Companies LOW Stock Holding History

Epic Trust Investment Advisors’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	$476K	Buy	2,160 +169	+8%	+$38.6K	0.52%	46
2024 Q1	$507K	Buy	1,991 +452	+29%	+$104K	0.63%	41
2023 Q4	$343K	Sell	1,539 -235	-13%	-$47.6K	0.46%	61
2023 Q3	$369K	Sell	1,774 -7	-0.4%	-$1.57K	0.58%	48
2023 Q2	$402K	Sell	1,781 -500	-22%	-$104K	0.57%	46
2023 Q1	$456K	Sell	2,281 -1,721	-43%	-$350K	0.56%	48
2022 Q4	$797K	Sell	4,002 -650	-14%	-$130K	1.2%	22
2022 Q3	$874K	Buy	+4,652	New	+$906K	1.21%	20

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Epic Trust Investment Advisors's LOW Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its Lowe's Companies (LOW) stake by 8.5% in Q2 2024, buying an estimated $38.6K and bringing the position to 2,160 shares worth $476K. The position accounts for 0.52% of the portfolio, ranked #46.

Epic Trust Investment Advisors first reported a position in LOW in Q3 2022 and has held it in 8 quarters since. The position peaked at $874K in Q3 2022. 2,450 funds tracked by Wall St. Rank hold LOW as of Q2 2024.

Epic Trust Investment Advisors held 2,160 shares of Lowe's Companies worth $476K as of Q2 2024.
Epic Trust Investment Advisors bought 169 Lowe's Companies shares in Q2 2024, an estimated $38.6K.
Lowe's Companies made up 0.52% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #46 holding.
Epic Trust Investment Advisors first reported a position in Lowe's Companies in Q3 2022 and has held it in 8 quarters since.
Epic Trust Investment Advisors's Lowe's Companies position peaked at $874K in Q3 2022.
2,450 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.