HBC Financial Services’s Lowe's Companies LOW Stock Holding History

HBC 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
2024 Q4	$86K	Hold	350	–	–	0.05%	57
2024 Q3	$91K	Hold	350	–	–	0.06%	58
2024 Q2	$83K	Hold	350	–	–	0.05%	56
2024 Q1	$79K	Hold	350	–	–	0.05%	50
2023 Q4	$77K	Hold	350	–	–	0.05%	51
2023 Q3	$72K	Hold	350	–	–	0.05%	48
2023 Q2	$80K	Hold	350	–	–	0.06%	51
2023 Q1	$71K	Hold	350	–	–	0.05%	52
2022 Q4	$70K	Buy	+350	New	+$70K	0.06%	49
2022 Q1	–	Sell	-10	Closed	–	–	175
2021 Q4	$0	Sell	10 -510	-98%	-$121K	﹤0.01%	180
2021 Q3	$108K	Sell	520 -20	-4%	-$3.99K	0.07%	38
2021 Q2	$104K	Sell	540 -60	-10%	-$11.7K	0.07%	40
2021 Q1	$123K	Hold	600	–	–	0.08%	37
2020 Q4	$98K	Hold	600	–	–	0.08%	36
2020 Q3	$92K	Sell	600 -25	-4%	-$3.85K	0.08%	34
2020 Q2	$23K	Buy	625 +25	+4%	+$2.85K	0.02%	86
2020 Q1	$48K	Hold	600	–	–	0.05%	57
2019 Q4	$72K	Buy	+600	New	+$68.6K	0.06%	52

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

HBC Financial Services's LOW Position: Q4 2024 in Review

HBC Financial Services held its Lowe's Companies (LOW) position steady in Q4 2024 at 350 shares worth $86K. The position accounts for 0.05% of the portfolio, ranked #57.

HBC Financial Services first reported a position in LOW in Q4 2019 and has held it in 18 quarters since. The position peaked at $123K in Q1 2021. 2,710 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

HBC Financial Services held 350 shares of Lowe's Companies worth $86K as of Q4 2024.
HBC Financial Services left its Lowe's Companies share count unchanged in Q4 2024.
Lowe's Companies made up 0.05% of HBC Financial Services's portfolio in Q4 2024, its #57 holding.
HBC Financial Services first reported a position in Lowe's Companies in Q4 2019 and has held it in 18 quarters since.
HBC Financial Services's Lowe's Companies position peaked at $123K in Q1 2021.
2,710 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.