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Hudson Valley Investment Advisors’s Lowe's Companies LOW Stock Holding History

Hudson Valley Investment 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
Q3 		– Sell
-1,460
Closed -$317K – 182
2024
Q2 		$317K Buy
+1,460
New +$333K 0.04% 147
2024
Q1 		– Sell
-1,335
Closed -$290K – 182
2023
Q4 		$290K Sell
1,335
-53
-4% -$10.7K 0.04% 155
2023
Q3 		$288K Sell
1,388
-435
-24% -$97.9K 0.04% 157
2023
Q2 		$411K Sell
1,823
-107
-6% -$22.3K 0.06% 149
2023
Q1 		$386K Sell
1,930
-8
-0.4% -$1.63K 0.05% 168
2022
Q4 		$386K Sell
1,938
-80
-4% -$16K 0.06% 168
2022
Q3 		$379K Hold
2,018
– – 0.06% 165
2022
Q2 		$352K Buy
2,018
+28
+1% +$5.4K 0.05% 161
2022
Q1 		$402K Sell
1,990
-20
-1% -$4.6K 0.05% 161
2021
Q4 		$520K Sell
2,010
-588
-23% -$140K 0.08% 130
2021
Q3 		$527K Buy
2,598
+163
+7% +$32.5K 0.09% 117
2021
Q2 		$472K Sell
2,435
-1,074
-31% -$210K 0.08% 122
2021
Q1 		$667K Hold
3,509
– – 0.12% 108
2020
Q4 		$563K Hold
3,509
– – 0.11% 107
2020
Q3 		$582K Buy
3,509
+34
+1% +$5.24K 0.13% 103
2020
Q2 		$470K Sell
3,475
-204
-6% -$23.3K 0.11% 106
2020
Q1 		$317K Buy
3,679
+890
+32% +$97.2K 0.09% 116
2019
Q4 		$334K Sell
2,789
-825
-23% -$94.3K 0.07% 131
2019
Q3 		$397K Sell
3,614
-24
-0.7% -$2.53K 0.09% 120
2019
Q2 		$367K Sell
3,638
-300
-8% -$31.6K 0.09% 130
2019
Q1 		$431K Sell
3,938
-2,400
-38% -$240K 0.1% 114
2018
Q4 		$585K Buy
6,338
+1,136
+22% +$110K 0.13% 104
2018
Q3 		$597K Hold
5,202
– – 0.14% 106
2018
Q2 		$497K Buy
5,202
+1
+0% +$91 0.12% 111
2018
Q1 		$456K Sell
5,201
-190
-4% -$18K 0.11% 112
2017
Q4 		$501K Buy
5,391
+76
+1% +$6.28K 0.12% 109
2017
Q3 		$425K Sell
5,315
-2,160
-29% -$165K 0.11% 114
2017
Q2 		$580K Sell
7,475
-1,075
-13% -$87.9K 0.16% 104
2017
Q1 		$703K Buy
8,550
+75
+0.9% +$5.74K 0.2% 96
2016
Q4 		$603K Sell
8,475
-310
-4% -$21.9K 0.18% 100
2016
Q3 		$634K Sell
8,785
-40
-0.5% -$3.11K 0.2% 97
2016
Q2 		$699K Sell
8,825
-175
-2% -$13.5K 0.22% 87
2016
Q1 		$682K Sell
9,000
-600
-6% -$42.3K 0.22% 91
2015
Q4 		$730K Sell
9,600
-100
-1% -$7.42K 0.23% 92
2015
Q3 		$669K Sell
9,700
-1,175
-11% -$80.8K 0.22% 94
2015
Q2 		$728K Buy
10,875
+25
+0.2% +$1.78K 0.23% 81
2015
Q1 		$807K Buy
10,850
+450
+4% +$32.3K 0.27% 76
2014
Q4 		$716K Buy
10,400
+295
+3% +$17.7K 0.29% 74
2014
Q3 		$535K Buy
10,105
+1,135
+13% +$57.3K 0.23% 79
2014
Q2 		$430K Sell
8,970
-35
-0.4% -$1.63K 0.19% 84
2014
Q1 		$440K Buy
9,005
+380
+4% +$18.3K 0.19% 84
2013
Q4 		$427K Buy
8,625
+116
+1% +$5.64K 0.19% 84
2013
Q3 		$405K Buy
8,509
+30
+0.4% +$1.36K 0.2% 85
2013
Q2 		$347K Buy
+8,479
New +$341K 0.17% 92

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hudson Valley Investment Advisors's LOW Position: Q3 2024 in Review

Hudson Valley Investment Advisors sold out of Lowe's Companies (LOW) in Q3 2024, closing a stake of 1,460 shares — an estimated $317K sold.

Hudson Valley Investment Advisors first reported a position in LOW in Q2 2013 and held it in 44 quarters. The position peaked at $807K in Q1 2015. 2,546 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

  • Hudson Valley Investment Advisors reported no remaining Lowe's Companies position as of Q3 2024 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 1,460 Lowe's Companies shares in Q3 2024, an estimated $317K.
  • Hudson Valley Investment Advisors first reported a position in Lowe's Companies in Q2 2013 and held it in 44 quarters.
  • Hudson Valley Investment Advisors's Lowe's Companies position peaked at $807K in Q1 2015.
  • 2,546 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.