Halpern Financial’s Lowe's Companies LOW Stock Holding History

Halpern Financial’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	$109K	Hold	400	–	–	0.03%	66
2024 Q2	$88.2K	Hold	400	–	–	0.02%	70
2024 Q1	$96.3K	Hold	400	–	–	0.03%	67
2023 Q4	$84.9K	Hold	400	–	–	0.03%	74
2023 Q3	$83.1K	Hold	400	–	–	0.03%	66
2023 Q2	$90.3K	Hold	400	–	–	0.03%	64
2023 Q1	$80K	Hold	400	–	–	0.03%	65
2022 Q4	$79.7K	Sell	400 -174	-30%	-$34.8K	0.03%	65
2022 Q3	$108K	Sell	574 -51	-8%	-$9.93K	0.04%	57
2022 Q2	$109K	Buy	625 +51	+9%	+$9.83K	0.04%	61
2022 Q1	$116K	Sell	574 -144	-20%	-$33.1K	0.04%	72
2021 Q4	$186K	Buy	718 +227	+46%	+$54K	0.08%	46
2021 Q3	$99.6K	Buy	491 +452	+1,159%	+$90.1K	0.05%	53
2021 Q2	$7.57K	Hold	39	–	–	﹤0.01%	157
2021 Q1	$7.42K	Buy	+39	New	+$6.69K	﹤0.01%	160

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

Halpern Financial's LOW Position: Q3 2024 in Review

Halpern Financial held its Lowe's Companies (LOW) position steady in Q3 2024 at 400 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #66.

Halpern Financial first reported a position in LOW in Q1 2021 and has held it in 15 quarters since. The position peaked at $186K in Q4 2021. 2,547 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

Halpern Financial held 400 shares of Lowe's Companies worth $109K as of Q3 2024.
Halpern Financial left its Lowe's Companies share count unchanged in Q3 2024.
Lowe's Companies made up 0.03% of Halpern Financial's portfolio in Q3 2024, its #66 holding.
Halpern Financial first reported a position in Lowe's Companies in Q1 2021 and has held it in 15 quarters since.
Halpern Financial's Lowe's Companies position peaked at $186K in Q4 2021.
2,547 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.