Kelly Financial Services’s Lowe's Companies LOW Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-118	Closed	-$26K	–	477
2024 Q2	$26K	Buy	118 +9	+8%	+$2.05K	0.01%	294
2024 Q1	$27.8K	Hold	109	–	–	0.01%	286
2023 Q4	$24.3K	Hold	109	–	–	0.01%	279
2023 Q3	$22.7K	Hold	109	–	–	0.01%	270
2023 Q2	$24.6K	Sell	109 -68	-38%	-$14.1K	0.01%	271
2023 Q1	$35.4K	Hold	177	–	–	0.02%	218
2022 Q4	$35.2K	Hold	177	–	–	0.02%	207
2022 Q3	$33.2K	Hold	177	–	–	0.02%	197
2022 Q2	$30.9K	Hold	177	–	–	0.02%	213
2022 Q1	$35.7K	Hold	177	–	–	0.02%	214
2021 Q4	$45.7K	Hold	177	–	–	0.02%	188
2021 Q3	$35.9K	Sell	177 -34,097	-99%	-$6.8M	0.02%	199
2021 Q2	$177K	Buy	34,274 +34,066	+16,378%	+$6.67M	0.01%	311
2021 Q1	$39.5K	Sell	208 -99	-32%	-$17K	0.02%	151
2020 Q4	$49.3K	Hold	307	–	–	0.03%	114
2020 Q3	$50.9K	Buy	307 +130	+73%	+$20K	0.04%	97
2020 Q2	$23.9K	Hold	177	–	–	0.02%	140
2020 Q1	$15.2K	Hold	177	–	–	0.02%	172
2019 Q4	$21.1K	Buy	177 +1	+0.6%	+$114	0.02%	152
2019 Q3	$19.4K	Hold	176	–	–	0.02%	149
2019 Q2	$17.8K	Hold	176	–	–	0.02%	161
2019 Q1	$19.3K	Buy	+176	New	+$17.6K	0.02%	151

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kelly Financial Services's LOW Position: Q3 2024 in Review

Kelly Financial Services sold out of Lowe's Companies (LOW) in Q3 2024, closing a stake of 118 shares — an estimated $26K sold.

Kelly Financial Services first reported a position in LOW in Q1 2019 and held it in 22 quarters. The position peaked at $177K in Q2 2021. 2,546 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

Kelly Financial Services reported no remaining Lowe's Companies position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 118 Lowe's Companies shares in Q3 2024, an estimated $26K.
Kelly Financial Services first reported a position in Lowe's Companies in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Lowe's Companies position peaked at $177K in Q2 2021.
2,546 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.