HFR Wealth Management’s Lowe's Companies LOW Stock Holding History

HFR Wealth Management’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	–	Sell	-750	Closed	-$203K	–	54
2024 Q3	$203K	Buy	+750	New	+$182K	0.05%	54

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

HFR Wealth Management's LOW Position: Q4 2024 in Review

HFR Wealth Management sold out of Lowe's Companies (LOW) in Q4 2024, closing a stake of 750 shares — an estimated $203K sold.

HFR Wealth Management first reported a position in LOW in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 2,708 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

HFR Wealth Management reported no remaining Lowe's Companies position as of Q4 2024 after selling out during the quarter.
HFR Wealth Management sold 750 Lowe's Companies shares in Q4 2024, an estimated $203K.
HFR Wealth Management first reported a position in Lowe's Companies in Q3 2024 and held it in 1 quarter.
HFR Wealth Management's Lowe's Companies position peaked at $203K in Q3 2024.
2,708 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on HFR Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.