Idaho Trust Bank’s Lowe's Companies LOW Stock Holding History

Idaho Trust Bank’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	–	Sell	-8,065	Closed	-$2.05M	–	106
2024 Q1	$2.05M	Buy	+8,065	New	+$1.85M	1.98%	18

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Idaho Trust Bank's LOW Position: Q2 2024 in Review

Idaho Trust Bank sold out of Lowe's Companies (LOW) in Q2 2024, closing a stake of 8,065 shares — an estimated $2.05M sold.

Idaho Trust Bank first reported a position in LOW in Q1 2024 and held it in 1 quarter. The position peaked at $2.05M in Q1 2024. 2,450 funds tracked by Wall St. Rank hold LOW as of Q2 2024.

Idaho Trust Bank reported no remaining Lowe's Companies position as of Q2 2024 after selling out during the quarter.
Idaho Trust Bank sold 8,065 Lowe's Companies shares in Q2 2024, an estimated $2.05M.
Idaho Trust Bank first reported a position in Lowe's Companies in Q1 2024 and held it in 1 quarter.
Idaho Trust Bank's Lowe's Companies position peaked at $2.05M in Q1 2024.
2,450 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.