JSF Financial’s Lowe's Companies LOW Stock Holding History

JSF Financial’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 Q4	–	Sell	-3,692	Closed	-$767K	–	112
2023 Q3	$767K	Buy	3,692 +55	+2%	+$12.4K	0.3%	44
2023 Q2	$821K	Buy	+3,637	New	+$757K	0.29%	46

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

JSF Financial's LOW Position: Q4 2023 in Review

JSF Financial sold out of Lowe's Companies (LOW) in Q4 2023, closing a stake of 3,692 shares — an estimated $767K sold.

JSF Financial first reported a position in LOW in Q2 2023 and held it in 2 quarters. The position peaked at $821K in Q2 2023. 2,456 funds tracked by Wall St. Rank hold LOW as of Q4 2023.

JSF Financial reported no remaining Lowe's Companies position as of Q4 2023 after selling out during the quarter.
JSF Financial sold 3,692 Lowe's Companies shares in Q4 2023, an estimated $767K.
JSF Financial first reported a position in Lowe's Companies in Q2 2023 and held it in 2 quarters.
JSF Financial's Lowe's Companies position peaked at $821K in Q2 2023.
2,456 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.

Based on JSF Financial's 13F filing for Q4 2023, filed 14 Feb 2024.