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Insight Advisors’s Lowe's Companies LOW Stock Holding History

Insight 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
2023
Q3 		– Sell
-1,111
Closed -$251K – 288
2023
Q2 		$251K Sell
1,111
-121
-10% -$25.2K 0.06% 241
2023
Q1 		$246K Sell
1,232
-1,770
-59% -$360K 0.06% 257
2022
Q4 		$598K Buy
3,002
+453
+18% +$90.5K 0.21% 129
2022
Q3 		$479K Buy
2,549
+234
+10% +$45.6K 0.19% 137
2022
Q2 		$434K Sell
2,315
-300
-11% -$57.8K 0.15% 175
2022
Q1 		$528K Sell
2,615
-113
-4% -$26K 0.16% 165
2021
Q4 		$705K Sell
2,728
-375
-12% -$89.2K 0.21% 117
2021
Q3 		$738K Sell
3,103
-212
-6% -$42.3K 0.22% 121
2021
Q2 		$633K Sell
3,315
-1,564
-32% -$306K 0.2% 132
2021
Q1 		$963K Buy
4,879
+2,144
+78% +$368K 0.3% 85
2020
Q4 		$439K Buy
+2,735
New +$444K 0.17% 161

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

Insight Advisors's LOW Position: Q3 2023 in Review

Insight Advisors sold out of Lowe's Companies (LOW) in Q3 2023, closing a stake of 1,111 shares — an estimated $251K sold.

Insight Advisors first reported a position in LOW in Q4 2020 and held it in 11 quarters. The position peaked at $963K in Q1 2021. 2,304 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

  • Insight Advisors reported no remaining Lowe's Companies position as of Q3 2023 after selling out during the quarter.
  • Insight Advisors sold 1,111 Lowe's Companies shares in Q3 2023, an estimated $251K.
  • Insight Advisors first reported a position in Lowe's Companies in Q4 2020 and held it in 11 quarters.
  • Insight Advisors's Lowe's Companies position peaked at $963K in Q1 2021.
  • 2,304 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on Insight Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.