FIM
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Fernwood Investment Management’s Lowe's Companies LOW Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-823
Closed -$210K – 481
2024
Q1 		$210K Buy
+823
New +$189K 0.06% 191
2022
Q1 		– Sell
-849
Closed -$219K – 210
2021
Q4 		$219K Buy
+849
New +$202K 0.07% 194

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fernwood Investment Management's LOW Position: Q2 2024 in Review

Fernwood Investment Management sold out of Lowe's Companies (LOW) in Q2 2024, closing a stake of 823 shares — an estimated $210K sold.

Fernwood Investment Management first reported a position in LOW in Q4 2021 and held it in 2 quarters. The position peaked at $219K in Q4 2021. 2,450 funds tracked by Wall St. Rank hold LOW as of Q2 2024.

  • Fernwood Investment Management reported no remaining Lowe's Companies position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 823 Lowe's Companies shares in Q2 2024, an estimated $210K.
  • Fernwood Investment Management first reported a position in Lowe's Companies in Q4 2021 and held it in 2 quarters.
  • Fernwood Investment Management's Lowe's Companies position peaked at $219K in Q4 2021.
  • 2,450 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.