Householder Group Estate & Retirement Specialist’s Lowe's Companies LOW Stock Holding History

Householder Group Estate & Retirement Specialist’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	$274K	Sell	1,113 -484	-30%	-$129K	0.2%	81
2024 Q3	$432K	Sell	1,597 -1,050	-40%	-$254K	0.13%	152
2024 Q2	$583K	Sell	2,647 -190	-7%	-$43.3K	0.16%	120
2024 Q1	$723K	Sell	2,837 -171	-6%	-$39.3K	0.22%	96
2023 Q4	$669K	Buy	3,008 +33	+1%	+$6.69K	0.22%	93
2023 Q3	$618K	Buy	+2,975	New	+$669K	0.22%	90
2023 Q1	$831K	Buy	+4,154	New	+$844K	0.32%	68
2022 Q4	–	Sell	-4,470	Closed	-$839K	–	777
2022 Q3	$839K	Sell	4,470 -362	-7%	-$70.5K	0.35%	66
2022 Q2	$844K	Sell	4,832 -460	-9%	-$88.7K	0.38%	59
2022 Q1	$1.07M	Sell	5,292 -104	-2%	-$23.9K	0.43%	57
2021 Q4	$1.4M	Buy	+5,396	New	+$1.28M	0.52%	51

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

Householder Group Estate & Retirement Specialist's LOW Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Lowe's Companies (LOW) stake by 30% in Q4 2024, selling an estimated $129K and leaving 1,113 shares worth $274K. The position accounts for 0.2% of the portfolio, ranked #81.

Householder Group Estate & Retirement Specialist first reported a position in LOW in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.4M in Q4 2021. 2,708 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,113 shares of Lowe's Companies worth $274K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 484 Lowe's Companies shares in Q4 2024, an estimated $129K.
Lowe's Companies made up 0.2% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #81 holding.
Householder Group Estate & Retirement Specialist first reported a position in Lowe's Companies in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Lowe's Companies position peaked at $1.4M in Q4 2021.
2,708 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.