Gates Foundation Trust
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Gates Foundation Trust’s Lowe's Companies LOW Stock Holding History

Gates Foundation Trust’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
Q4 		– Sell
-8,983
Closed -$1.87M – 51
2023
Q3 		$1.87M Buy
+8,983
New +$2.02M ﹤0.01% 65

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Gates Foundation Trust's LOW Position: Q4 2023 in Review

Gates Foundation Trust sold out of Lowe's Companies (LOW) in Q4 2023, closing a stake of 8,983 shares — an estimated $1.87M sold.

Gates Foundation Trust first reported a position in LOW in Q3 2023 and held it in 1 quarter. The position peaked at $1.87M in Q3 2023. 2,456 funds tracked by Wall St. Rank hold LOW as of Q4 2023.

  • Gates Foundation Trust reported no remaining Lowe's Companies position as of Q4 2023 after selling out during the quarter.
  • Gates Foundation Trust sold 8,983 Lowe's Companies shares in Q4 2023, an estimated $1.87M.
  • Gates Foundation Trust first reported a position in Lowe's Companies in Q3 2023 and held it in 1 quarter.
  • Gates Foundation Trust's Lowe's Companies position peaked at $1.87M in Q3 2023.
  • 2,456 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.