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Harel Insurance Investments & Financial Services’s Lowe's Companies LOW Stock Holding History

Harel Insurance Investments & 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
2023
Q4 		– Sell
-1,125
Closed -$234K – 655
2023
Q3 		$234K Sell
1,125
-300
-21% -$67.5K ﹤0.01% 283
2023
Q2 		$318K Buy
1,425
+450
+46% +$93.6K 0.01% 252
2023
Q1 		$188K Hold
975
– – ﹤0.01% 341
2022
Q4 		$197K Sell
975
-2,925
-75% -$585K ﹤0.01% 290
2022
Q3 		$743K Hold
3,900
– – 0.02% 178
2022
Q2 		$681K Buy
3,900
+2,785
+250% +$537K 0.01% 212
2022
Q1 		$225K Sell
1,115
-1,641
-60% -$377K ﹤0.01% 327
2021
Q4 		$706K Buy
2,756
+2,112
+328% +$502K 0.01% 213
2021
Q3 		$131K Sell
644
-5,200
-89% -$1.04M ﹤0.01% 424
2021
Q2 		$3.7M Sell
5,844
-5,096
-47% -$997K 0.08% 121
2021
Q1 		$6.95M Buy
10,940
+7,242
+196% +$1.24M 0.13% 89
2020
Q4 		$1.91M Buy
3,698
+1,399
+61% +$227K 0.05% 189
2020
Q3 		$381K Buy
2,299
+2,105
+1,085% +$324K 0.01% 229
2020
Q2 		$26K Buy
+194
New +$22.2K ﹤0.01% 440
2019
Q4 		– Sell
-1,000
Closed -$110K – 523
2019
Q3 		$110K Buy
+1,000
New +$106K 0.01% 242
2019
Q2 		– Sell
-78
Closed -$9K – 507
2019
Q1 		$9K Buy
+78
New +$7.78K ﹤0.01% 406
2018
Q2 		– Sell
-2,000
Closed -$176K – 481
2018
Q1 		$176K Buy
2,000
+500
+33% +$47.3K 0.01% 219
2017
Q4 		$139K Buy
1,500
+500
+50% +$41.3K 0.01% 242
2017
Q3 		$80K Hold
1,000
– – 0.01% 251
2017
Q2 		$78K Sell
1,000
-450
-31% -$36.8K 0.01% 262
2017
Q1 		$119K Buy
+1,450
New +$111K 0.01% 198
2016
Q3 		– Sell
-1,385
Closed -$110K – 595
2016
Q2 		$110K Buy
+1,385
New +$107K 0.01% 228

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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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 $315B AUM 27.84% 1-Year Est. Return

Harel Insurance Investments & Financial Services's LOW Position: Q4 2023 in Review

Harel Insurance Investments & Financial Services sold out of Lowe's Companies (LOW) in Q4 2023, closing a stake of 1,125 shares — an estimated $234K sold.

Harel Insurance Investments & Financial Services first reported a position in LOW in Q2 2016 and held it in 22 quarters. The position peaked at $6.95M in Q1 2021. 2,456 funds tracked by Wall St. Rank hold LOW as of Q4 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Lowe's Companies position as of Q4 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,125 Lowe's Companies shares in Q4 2023, an estimated $234K.
  • Harel Insurance Investments & Financial Services first reported a position in Lowe's Companies in Q2 2016 and held it in 22 quarters.
  • Harel Insurance Investments & Financial Services's Lowe's Companies position peaked at $6.95M in Q1 2021.
  • 2,456 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2023, filed 30 Jan 2024.