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HoyleCohen’s Lowe's Companies LOW Stock Holding History

HoyleCohen’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
Q2 		$268K Sell
1,216
-123
-9% -$28.1K 0.02% 238
2024
Q1 		$341K Buy
1,339
+4
+0.3% +$920 0.03% 224
2023
Q4 		$297K Buy
1,335
+26
+2% +$5.27K 0.02% 234
2023
Q3 		$272K Buy
1,309
+275
+27% +$61.9K 0.03% 225
2023
Q2 		$233K Buy
1,034
+5
+0.5% +$1.04K 0.02% 240
2023
Q1 		$206K Buy
+1,029
New +$209K 0.02% 247
2022
Q1 		– Sell
-940
Closed -$243K – 282
2021
Q4 		$243K Buy
+940
New +$223K 0.02% 258

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
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

HoyleCohen's LOW Position: Q2 2024 in Review

HoyleCohen reduced its Lowe's Companies (LOW) stake by 9.2% in Q2 2024, selling an estimated $28.1K and leaving 1,216 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #238.

HoyleCohen first reported a position in LOW in Q4 2021 and has held it in 7 quarters since. The position peaked at $341K in Q1 2024. 2,449 funds tracked by Wall St. Rank hold LOW as of Q2 2024.

  • HoyleCohen held 1,216 shares of Lowe's Companies worth $268K as of Q2 2024.
  • HoyleCohen sold 123 Lowe's Companies shares in Q2 2024, an estimated $28.1K.
  • Lowe's Companies made up 0.02% of HoyleCohen's portfolio in Q2 2024, its #238 holding.
  • HoyleCohen first reported a position in Lowe's Companies in Q4 2021 and has held it in 7 quarters since.
  • HoyleCohen's Lowe's Companies position peaked at $341K in Q1 2024.
  • 2,449 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.