Kalos Management’s Lowe's Companies LOW Stock Holding History

Kalos 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
2023 Q2	–	Sell	-76	Closed	-$15.2K	–	264
2023 Q1	$15.2K	Buy	+76	New	+$15.4K	0.03%	176
2022 Q3	–	Sell	-2,025	Closed	-$360K	–	77
2022 Q2	$360K	Sell	2,025 -166	-8%	-$32K	0.48%	59
2022 Q1	$442K	Buy	+2,191	New	+$504K	0.3%	74
2021 Q2	–	Sell	-1,067	Closed	-$213K	–	287
2021 Q1	$213K	Buy	+1,067	New	+$183K	0.07%	262
2020 Q3	–	Sell	-1,389	Closed	-$201K	–	242
2020 Q2	$201K	Buy	+1,389	New	+$159K	0.08%	190

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Kalos Management's LOW Position: Q2 2023 in Review

Kalos Management sold out of Lowe's Companies (LOW) in Q2 2023, closing a stake of 76 shares — an estimated $15.2K sold.

Kalos Management first reported a position in LOW in Q2 2020 and held it in 5 quarters. The position peaked at $442K in Q1 2022. 2,343 funds tracked by Wall St. Rank hold LOW as of Q2 2023.

Kalos Management reported no remaining Lowe's Companies position as of Q2 2023 after selling out during the quarter.
Kalos Management sold 76 Lowe's Companies shares in Q2 2023, an estimated $15.2K.
Kalos Management first reported a position in Lowe's Companies in Q2 2020 and held it in 5 quarters.
Kalos Management's Lowe's Companies position peaked at $442K in Q1 2022.
2,343 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.