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Freedom Investment Management’s Lowe's Companies LOW Stock Holding History

Freedom 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
2023
Q3 		– Sell
-969
Closed -$219K – 723
2023
Q2 		$219K Sell
969
-173
-15% -$36K 0.02% 635
2023
Q1 		$228K Sell
1,142
-34
-3% -$6.91K 0.03% 622
2022
Q4 		$234K Sell
1,176
-413
-26% -$82.5K 0.03% 629
2022
Q3 		$298K Sell
1,589
-340
-18% -$66.2K 0.03% 570
2022
Q2 		$337K Sell
1,929
-3,138
-62% -$605K 0.04% 565
2022
Q1 		$1.02M Sell
5,067
-10,501
-67% -$2.42M 0.09% 284
2021
Q4 		$4.02M Sell
15,568
-747
-5% -$178K 0.29% 73
2021
Q3 		$3.31M Buy
16,315
+16
+0.1% +$3.19K 0.25% 86
2021
Q2 		$3.16M Sell
16,299
-34
-0.2% -$6.65K 0.24% 98
2021
Q1 		$3.11M Sell
16,333
-151
-0.9% -$25.9K 0.24% 98
2020
Q4 		$2.65M Buy
16,484
+1,779
+12% +$289K 0.29% 74
2020
Q3 		$2.44M Sell
14,705
-6,046
-29% -$931K 0.27% 81
2020
Q2 		$2.8M Sell
20,751
-723
-3% -$82.6K 0.31% 71
2020
Q1 		$2.61M Buy
21,474
+629
+3% +$68.7K 0.23% 97
2019
Q4 		$2.5M Buy
20,845
+10,222
+96% +$1.17M 0.22% 95
2019
Q3 		$1.17M Buy
+10,623
New +$1.12M 0.1% 189
2018
Q4 		– Sell
-2,155
Closed -$237K – 844
2018
Q3 		$237K Buy
+2,155
New +$225K 0.01% 781
2017
Q3 		– Sell
-3,015
Closed -$234K – 1128
2017
Q2 		$234K Buy
+3,015
New +$246K 0.01% 919
2016
Q3 		– Sell
-10,476
Closed -$829K – 923
2016
Q2 		$829K Buy
+10,476
New +$810K 0.06% 264

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Freedom Investment Management's LOW Position: Q3 2023 in Review

Freedom Investment Management sold out of Lowe's Companies (LOW) in Q3 2023, closing a stake of 969 shares — an estimated $219K sold.

Freedom Investment Management first reported a position in LOW in Q2 2016 and held it in 19 quarters. The position peaked at $4.02M in Q4 2021. 2,304 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

  • Freedom Investment Management reported no remaining Lowe's Companies position as of Q3 2023 after selling out during the quarter.
  • Freedom Investment Management sold 969 Lowe's Companies shares in Q3 2023, an estimated $219K.
  • Freedom Investment Management first reported a position in Lowe's Companies in Q2 2016 and held it in 19 quarters.
  • Freedom Investment Management's Lowe's Companies position peaked at $4.02M in Q4 2021.
  • 2,304 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on Freedom Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.