Institutional & Family Asset Management’s Lowe's Companies LOW Stock Holding History

Institutional & Family Asset Management’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	$5.54K	Hold	25	–	–	﹤0.01%	484
2024 Q1	$6.4K	Hold	25	–	–	﹤0.01%	463
2023 Q4	$5.59K	Hold	25	–	–	﹤0.01%	467
2023 Q3	$5.22K	Hold	25	–	–	﹤0.01%	457
2023 Q2	$5.67K	Sell	25 -13	-34%	-$2.7K	﹤0.01%	462
2023 Q1	$7.63K	Buy	38 +13	+52%	+$2.64K	﹤0.01%	409
2022 Q4	$5.01K	Hold	25	–	–	﹤0.01%	470
2022 Q3	$5K	Hold	25	–	–	﹤0.01%	482
2022 Q2	$4K	Hold	25	–	–	﹤0.01%	524
2022 Q1	$5K	Hold	25	–	–	﹤0.01%	547
2021 Q4	$6K	Hold	25	–	–	﹤0.01%	530
2021 Q3	$5K	Hold	25	–	–	﹤0.01%	663
2021 Q2	$5K	Hold	25	–	–	﹤0.01%	711
2021 Q1	$5K	Hold	25	–	–	﹤0.01%	689
2020 Q4	$4K	Hold	25	–	–	﹤0.01%	675
2020 Q3	$4K	Hold	25	–	–	﹤0.01%	617
2020 Q2	$3K	Hold	25	–	–	﹤0.01%	646
2020 Q1	$2K	Sell	25 -51	-67%	-$5.57K	﹤0.01%	659
2019 Q4	$9K	Hold	76	–	–	﹤0.01%	523
2019 Q3	$8K	Buy	76 +29	+62%	+$3.06K	﹤0.01%	508
2019 Q2	$5K	Sell	47 -68	-59%	-$7.17K	﹤0.01%	602
2019 Q1	$13K	Hold	115	–	–	﹤0.01%	466
2018 Q4	$11K	Hold	115	–	–	﹤0.01%	461
2018 Q3	$13K	Hold	115	–	–	﹤0.01%	494
2018 Q2	$11K	Hold	115	–	–	﹤0.01%	513
2018 Q1	$10K	Buy	+115	New	+$10.9K	﹤0.01%	507

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

Institutional & Family Asset Management's LOW Position: Q2 2024 in Review

Institutional & Family Asset Management held its Lowe's Companies (LOW) position steady in Q2 2024 at 25 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Institutional & Family Asset Management first reported a position in LOW in Q1 2018 and has held it in 26 quarters since. The position peaked at $13K in Q1 2019. 2,449 funds tracked by Wall St. Rank hold LOW as of Q2 2024.

Institutional & Family Asset Management held 25 shares of Lowe's Companies worth $5.54K as of Q2 2024.
Institutional & Family Asset Management left its Lowe's Companies share count unchanged in Q2 2024.
Lowe's Companies made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #484 holding.
Institutional & Family Asset Management first reported a position in Lowe's Companies in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Lowe's Companies position peaked at $13K in Q1 2019.
2,449 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.