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GYL Financial Synergies’s Lowe's Companies LOW Stock Holding History

GYL Financial Synergies’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 		$368K Buy
1,357
+47
+4% +$11.4K 0.03% 270
2024
Q2 		$289K Sell
1,310
-10
-0.8% -$2.28K 0.02% 300
2024
Q1 		$336K Buy
1,320
+38
+3% +$8.74K 0.03% 284
2023
Q4 		$285K Buy
1,282
+12
+0.9% +$2.43K 0.02% 290
2023
Q3 		$264K Buy
1,270
+7
+0.6% +$1.57K 0.03% 287
2023
Q2 		$285K Sell
1,263
-70
-5% -$14.6K 0.03% 286
2023
Q1 		$267K Sell
1,333
-189
-12% -$38.4K 0.03% 246
2022
Q4 		$303K Buy
1,522
+172
+13% +$34.4K 0.07% 174
2022
Q3 		$254K Hold
1,350
– – 0.07% 168
2022
Q2 		$236K Buy
1,350
+126
+10% +$24.3K 0.06% 166
2022
Q1 		$247K Buy
1,224
+153
+14% +$35.2K 0.06% 178
2021
Q4 		$277K Sell
1,071
-200
-16% -$47.5K 0.07% 171
2021
Q3 		$258K Buy
1,271
+208
+20% +$41.5K 0.13% 157
2021
Q2 		$206K Hold
1,063
– – 0.11% 179
2021
Q1 		$202K Buy
+1,063
New +$182K 0.11% 174
2020
Q3 		– Sell
-3,465
Closed -$468K – 162
2020
Q2 		$468K Sell
3,465
-318
-8% -$36.3K 0.34% 73
2020
Q1 		$325K Buy
3,783
+684
+22% +$74.7K 0.21% 95
2019
Q4 		$371K Buy
3,099
+160
+5% +$18.3K 0.16% 104
2019
Q3 		$323K Sell
2,939
-1
-0% -$106 0.16% 117
2019
Q2 		$297K Buy
2,940
+58
+2% +$6.12K 0.16% 111
2019
Q1 		$315K Sell
2,882
-30
-1% -$2.99K 0.18% 105
2018
Q4 		$269K Buy
+2,912
New +$281K 0.2% 102

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GYL Financial Synergies's LOW Position: Q3 2024 in Review

GYL Financial Synergies increased its Lowe's Companies (LOW) stake by 3.6% in Q3 2024, buying an estimated $11.4K and bringing the position to 1,357 shares worth $368K. The position accounts for 0.03% of the portfolio, ranked #270.

GYL Financial Synergies first reported a position in LOW in Q4 2018 and has held it in 22 quarters since. The position peaked at $468K in Q2 2020. 2,550 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

  • GYL Financial Synergies held 1,357 shares of Lowe's Companies worth $368K as of Q3 2024.
  • GYL Financial Synergies bought 47 Lowe's Companies shares in Q3 2024, an estimated $11.4K.
  • Lowe's Companies made up 0.03% of GYL Financial Synergies's portfolio in Q3 2024, its #270 holding.
  • GYL Financial Synergies first reported a position in Lowe's Companies in Q4 2018 and has held it in 22 quarters since.
  • GYL Financial Synergies's Lowe's Companies position peaked at $468K in Q2 2020.
  • 2,550 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.