HS
LOW icon

Horan Securities’s Lowe's Companies LOW Stock Holding History

Horan Securities’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
Q3 		– Sell
-273
Closed -$61.6K – 414
2023
Q2 		$61.6K Buy
273
+27
+11% +$5.62K 0.03% 213
2023
Q1 		$49.3K Buy
246
+183
+290% +$37.2K 0.03% 221
2022
Q4 		$12.6K Buy
63
+30
+91% +$6K 0.01% 343
2022
Q3 		$6K Hold
33
– – ﹤0.01% 390
2022
Q2 		$6K Buy
33
+21
+175% +$4.05K ﹤0.01% 394
2022
Q1 		$2K Sell
12
-5
-29% -$1.15K ﹤0.01% 451
2021
Q4 		$4K Buy
+17
New +$4.04K ﹤0.01% 407
2021
Q2 		$3K Hold
15
– – ﹤0.01% 392
2021
Q1 		$3K Hold
15
– – ﹤0.01% 353
2020
Q4 		$2K Sell
15
-35
-70% -$5.68K ﹤0.01% 363
2020
Q3 		$8K Sell
50
-81
-62% -$12.5K 0.01% 227
2020
Q2 		$18K Buy
+131
New +$15K 0.02% 134

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $298B AUM 21.96% 1-Year Est. Return

Horan Securities's LOW Position: Q3 2023 in Review

Horan Securities sold out of Lowe's Companies (LOW) in Q3 2023, closing a stake of 273 shares — an estimated $61.6K sold.

Horan Securities first reported a position in LOW in Q2 2020 and held it in 12 quarters. The position peaked at $61.6K in Q2 2023. 2,304 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

  • Horan Securities reported no remaining Lowe's Companies position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 273 Lowe's Companies shares in Q3 2023, an estimated $61.6K.
  • Horan Securities first reported a position in Lowe's Companies in Q2 2020 and held it in 12 quarters.
  • Horan Securities's Lowe's Companies position peaked at $61.6K in Q2 2023.
  • 2,304 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.