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First Personal Financial Services’s Lowe's Companies LOW Stock Holding History

First Personal Financial Services’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 		$543K Sell
2,006
-332
-14% -$80.4K 0.11% 86
2024
Q2 		$515K Hold
2,338
– – 0.12% 85
2024
Q1 		$596K Sell
2,338
-50
-2% -$11.5K 0.14% 80
2023
Q4 		$531K Buy
2,388
+11
+0.5% +$2.23K 0.13% 79
2023
Q3 		$494K Hold
2,377
– – 0.13% 78
2023
Q2 		$536K Buy
2,377
+140
+6% +$29.1K 0.13% 77
2023
Q1 		$447K Buy
2,237
+40
+2% +$8.13K 0.12% 79
2022
Q4 		$438K Hold
2,197
– – 0.12% 82
2022
Q3 		$413K Hold
2,197
– – 0.12% 85
2022
Q2 		$384K Sell
2,197
-75
-3% -$14.5K 0.11% 82
2022
Q1 		$459K Sell
2,272
-352
-13% -$81K 0.11% 83
2021
Q4 		$678K Sell
2,624
-311
-11% -$73.9K 0.15% 78
2021
Q3 		$595K Sell
2,935
-394
-12% -$78.5K 0.15% 78
2021
Q2 		$646K Sell
3,329
-425
-11% -$83.2K 0.17% 75
2021
Q1 		$714K Buy
3,754
+227
+6% +$39K 0.2% 72
2020
Q4 		$566K Sell
3,527
-465
-12% -$75.5K 0.16% 74
2020
Q3 		$662K Sell
3,992
-150
-4% -$23.1K 0.21% 68
2020
Q2 		$560K Sell
4,142
-300
-7% -$34.3K 0.19% 73
2020
Q1 		$382K Sell
4,442
-114
-3% -$12.5K 0.15% 82
2019
Q4 		$546K Sell
4,556
-2,090
-31% -$239K 0.18% 78
2019
Q3 		$731K Sell
6,646
-1,676
-20% -$177K 0.23% 73
2019
Q2 		$840K Sell
8,322
-225
-3% -$23.7K 0.24% 85
2019
Q1 		$936K Sell
8,547
-439
-5% -$43.8K 0.29% 79
2018
Q4 		$830K Buy
8,986
+102
+1% +$9.84K 0.29% 80
2018
Q3 		$1.02M Buy
8,884
+523
+6% +$54.5K 0.32% 72
2018
Q2 		$799K Sell
8,361
-428
-5% -$38.7K 0.27% 83
2018
Q1 		$771K Sell
8,789
-592
-6% -$56K 0.17% 112
2017
Q4 		$872K Buy
9,381
+549
+6% +$45.4K 0.17% 112
2017
Q3 		$706K Sell
8,832
-35
-0.4% -$2.68K 0.15% 118
2017
Q2 		$687K Buy
8,867
+800
+10% +$65.4K 0.15% 121
2017
Q1 		$663K Buy
8,067
+21
+0.3% +$1.61K 0.16% 107
2016
Q4 		$572K Sell
8,046
-10
-0.1% -$708 0.15% 114
2016
Q3 		$582K Sell
8,056
-334
-4% -$26K 0.17% 107
2016
Q2 		$664K Sell
8,390
-276
-3% -$21.4K 0.23% 96
2016
Q1 		$656K Sell
8,666
-830
-9% -$58.6K 0.32% 75
2015
Q4 		$722K Sell
9,496
-466
-5% -$34.6K 0.41% 70
2015
Q3 		$687K Hold
9,962
– – 0.41% 72
2015
Q2 		$668K Sell
9,962
-630
-6% -$44.9K 0.4% 72
2015
Q1 		$788K Sell
10,592
-1,327
-11% -$95.1K 0.48% 67
2014
Q4 		$820K Buy
+11,919
New +$714K 0.48% 67

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Personal Financial Services's LOW Position: Q3 2024 in Review

First Personal Financial Services reduced its Lowe's Companies (LOW) stake by 14% in Q3 2024, selling an estimated $80.4K and leaving 2,006 shares worth $543K. The position accounts for 0.11% of the portfolio, ranked #86.

First Personal Financial Services first reported a position in LOW in Q4 2014 and has held it in 40 quarters since. The position peaked at $1.02M in Q3 2018. 2,546 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

  • First Personal Financial Services held 2,006 shares of Lowe's Companies worth $543K as of Q3 2024.
  • First Personal Financial Services sold 332 Lowe's Companies shares in Q3 2024, an estimated $80.4K.
  • Lowe's Companies made up 0.11% of First Personal Financial Services's portfolio in Q3 2024, its #86 holding.
  • First Personal Financial Services first reported a position in Lowe's Companies in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's Lowe's Companies position peaked at $1.02M in Q3 2018.
  • 2,546 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.