Jay D. Rosenbaum’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,337
| Closed | -$520K | – | 46 |
|
|
2023
Q4 | $520K | Sell |
2,337
-2,174
| -48% | -$441K | 1.34% | 29 |
|
|
2023
Q3 | $938K | Buy |
4,511
+160
| +4% | +$36K | 1.57% | 25 |
|
|
2023
Q2 | $982K | Buy |
4,351
+316
| +8% | +$65.7K | 1.58% | 21 |
|
|
2023
Q1 | $807K | Buy |
4,035
+177
| +5% | +$36K | 1.48% | 28 |
|
|
2022
Q4 | $769K | Sell |
3,858
-66
| -2% | -$13.2K | 1.66% | 25 |
|
|
2022
Q3 | $737K | Buy |
3,924
+105
| +3% | +$20.4K | 1.7% | 24 |
|
|
2022
Q2 | $667K | Buy |
3,819
+94
| +3% | +$18.1K | 1.29% | 33 |
|
|
2022
Q1 | $753K | Buy |
3,725
+130
| +4% | +$29.9K | 1.19% | 38 |
|
|
2021
Q4 | $929K | Sell |
3,595
-2,435
| -40% | -$579K | 1.37% | 29 |
|
|
2021
Q3 | $1.22M | Sell |
6,030
-65
| -1% | -$13K | 2.03% | 19 |
|
|
2021
Q2 | $1.18M | Sell |
6,095
-70
| -1% | -$13.7K | 1.96% | 21 |
|
|
2021
Q1 | $1.17M | Sell |
6,165
-260
| -4% | -$44.6K | 2.01% | 19 |
|
|
2020
Q4 | $1.03M | Hold |
6,425
| – | – | 1.79% | 22 |
|
|
2020
Q3 | $1.06M | Buy |
6,425
+34
| +0.5% | +$5.24K | 1.96% | 18 |
|
|
2020
Q2 | $864K | Hold |
6,391
| – | – | 1.69% | 21 |
|
|
2020
Q1 | $550K | Buy |
6,391
+383
| +6% | +$41.8K | 1.27% | 29 |
|
|
2019
Q4 | $719K | Sell |
6,008
-88
| -1% | -$10.1K | 1.27% | 34 |
|
|
2019
Q3 | $670K | Buy |
6,096
+535
| +10% | +$56.5K | 1.28% | 34 |
|
|
2019
Q2 | $561K | Sell |
5,561
-15
| -0.3% | -$1.58K | 1.06% | 40 |
|
|
2019
Q1 | $610K | Hold |
5,576
| – | – | 1.15% | 36 |
|
|
2018
Q4 | $515K | Buy |
5,576
+60
| +1% | +$5.79K | 1.09% | 38 |
|
|
2018
Q3 | $634K | Buy |
5,516
+535
| +11% | +$55.7K | 1.15% | 36 |
|
|
2018
Q2 | $476K | Buy |
4,981
+285
| +6% | +$25.8K | 0.94% | 39 |
|
|
2018
Q1 | $412K | Buy |
4,696
+75
| +2% | +$7.1K | 0.83% | 41 |
|
|
2017
Q4 | $429K | Buy |
4,621
+46
| +1% | +$3.8K | 0.79% | 40 |
|
|
2017
Q3 | $366K | Buy |
4,575
+600
| +15% | +$45.9K | 0.7% | 44 |
|
|
2017
Q2 | $308K | Buy |
3,975
+475
| +14% | +$38.8K | 0.61% | 46 |
|
|
2017
Q1 | $288K | Buy |
3,500
+520
| +17% | +$39.8K | 0.61% | 44 |
|
|
2016
Q4 | $212K | Buy |
+2,980
| New | +$211K | 0.49% | 49 |
|
|
2016
Q3 | – | Sell |
-2,550
| Closed | -$202K | – | 56 |
|
|
2016
Q2 | $202K | Buy |
+2,550
| New | +$197K | 0.03% | 51 |
|
Other funds holding LOW
Jay D. Rosenbaum's LOW Position: Q1 2024 in Review
Jay D. Rosenbaum sold out of Lowe's Companies (LOW) in Q1 2024, closing a stake of 2,337 shares — an estimated $520K sold.
Jay D. Rosenbaum first reported a position in LOW in Q2 2016 and held it in 30 quarters. The position peaked at $1.22M in Q3 2021. 2,502 funds tracked by Wall St. Rank hold LOW as of Q1 2024.
- Jay D. Rosenbaum reported no remaining Lowe's Companies position as of Q1 2024 after selling out during the quarter.
- Jay D. Rosenbaum sold 2,337 Lowe's Companies shares in Q1 2024, an estimated $520K.
- Jay D. Rosenbaum first reported a position in Lowe's Companies in Q2 2016 and held it in 30 quarters.
- Jay D. Rosenbaum's Lowe's Companies position peaked at $1.22M in Q3 2021.
- 2,502 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.
Based on Jay D. Rosenbaum's 13F filing for Q1 2024, filed 15 May 2024.