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Herold Advisors’s Lowe's Companies LOW Stock Holding History

Herold Advisors’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
Q1 		– Sell
-3,764
Closed -$838K – 274
2023
Q4 		$838K Hold
3,764
– – 0.23% 119
2023
Q3 		$782K Buy
3,764
+334
+10% +$75.1K 0.24% 120
2023
Q2 		$774K Buy
3,430
+388
+13% +$80.7K 0.24% 115
2023
Q1 		$608K Buy
3,042
+1,673
+122% +$340K 0.21% 120
2022
Q4 		$273K Hold
1,369
– – 0.12% 171
2022
Q3 		$257K Hold
1,369
– – 0.12% 157
2022
Q2 		$239K Buy
1,369
+399
+41% +$76.9K 0.11% 176
2022
Q1 		$196K Buy
+970
New +$223K 0.07% 200
2021
Q4 		– Sell
-195
Closed -$39K – 441
2021
Q3 		$39K Buy
+195
New +$38.9K 0.02% 412

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Herold Advisors's LOW Position: Q1 2024 in Review

Herold Advisors sold out of Lowe's Companies (LOW) in Q1 2024, closing a stake of 3,764 shares — an estimated $838K sold.

Herold Advisors first reported a position in LOW in Q3 2021 and held it in 9 quarters. The position peaked at $838K in Q4 2023. 2,501 funds tracked by Wall St. Rank hold LOW as of Q1 2024.

  • Herold Advisors reported no remaining Lowe's Companies position as of Q1 2024 after selling out during the quarter.
  • Herold Advisors sold 3,764 Lowe's Companies shares in Q1 2024, an estimated $838K.
  • Herold Advisors first reported a position in Lowe's Companies in Q3 2021 and held it in 9 quarters.
  • Herold Advisors's Lowe's Companies position peaked at $838K in Q4 2023.
  • 2,501 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.

Based on Herold Advisors's 13F filing for Q1 2024, filed 10 May 2024.