Financial Strategies Group’s Lowe's Companies LOW Stock Holding History

Financial Strategies Group’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 Q3	–	Sell	-21,667	Closed	-$4.69M	–	97
2024 Q2	$4.69M	Buy	21,667 +4,335	+25%	+$989K	1.18%	28
2024 Q1	$4.24M	Buy	17,332 +2,945	+20%	+$677K	1.14%	26
2023 Q4	$3.03M	Buy	14,387 +2,646	+23%	+$536K	0.87%	29
2023 Q3	$2.33M	Buy	11,741 +1,664	+17%	+$374K	0.73%	31
2023 Q2	$2.27M	Buy	10,077 +3,104	+45%	+$646K	0.73%	32
2023 Q1	$1.39M	Buy	6,973 +932	+15%	+$189K	0.54%	36
2022 Q4	$1.2M	Buy	6,041 +125	+2%	+$25K	0.5%	39
2022 Q3	$1.11M	Buy	5,916 +1,229	+26%	+$239K	0.5%	33
2022 Q2	$819K	Buy	4,687 +1,510	+48%	+$291K	0.34%	39
2022 Q1	$642K	Buy	3,177 +453	+17%	+$104K	0.26%	48
2021 Q4	$704K	Buy	2,724 +128	+5%	+$30.4K	0.29%	39
2021 Q3	$527K	Buy	2,596 +420	+19%	+$83.7K	0.24%	42
2021 Q2	$422K	Buy	2,176 +470	+28%	+$92K	0.2%	50
2021 Q1	$324K	Buy	1,706 +424	+33%	+$72.8K	0.17%	52
2020 Q4	$206K	Buy	+1,282	New	+$208K	0.11%	65

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Financial Strategies Group's LOW Position: Q3 2024 in Review

Financial Strategies Group sold out of Lowe's Companies (LOW) in Q3 2024, closing a stake of 21,667 shares — an estimated $4.69M sold.

Financial Strategies Group first reported a position in LOW in Q4 2020 and held it in 15 quarters. The position peaked at $4.69M in Q2 2024. 2,547 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

Financial Strategies Group reported no remaining Lowe's Companies position as of Q3 2024 after selling out during the quarter.
Financial Strategies Group sold 21,667 Lowe's Companies shares in Q3 2024, an estimated $4.69M.
Financial Strategies Group first reported a position in Lowe's Companies in Q4 2020 and held it in 15 quarters.
Financial Strategies Group's Lowe's Companies position peaked at $4.69M in Q2 2024.
2,547 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on Financial Strategies Group's 13F filing for Q3 2024, filed 31 Oct 2024.