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KLR Investment Advisors’s Lowe's Companies LOW Stock Holding History

KLR Investment Advisors’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
Q1 		$202K Buy
+873
New +$201K 0.15% 177
2023
Q4 		– Sell
-1,799
Closed -$360K – 192
2023
Q3 		$360K Buy
1,799
+14
+0.8% +$3.15K 0.33% 97
2023
Q2 		$403K Sell
1,785
-14
-0.8% -$2.91K 0.33% 98
2023
Q1 		$360K Buy
1,799
+85
+5% +$17.3K 0.32% 104
2022
Q4 		$341K Buy
+1,714
New +$343K 0.28% 119

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

KLR Investment Advisors's LOW Position: Q1 2024 in Review

KLR Investment Advisors opened a new position in Lowe's Companies (LOW) in Q1 2024: 873 shares worth $202K. The stake represents 0.15% of the portfolio and ranks #177 among its holdings. This is a return to the name: KLR Investment Advisors previously reported a position in LOW as recently as Q3 2023.

KLR Investment Advisors first reported a position in LOW in Q4 2022 and has held it in 5 quarters since. The position peaked at $403K in Q2 2023. 2,501 funds tracked by Wall St. Rank hold LOW as of Q1 2024.

  • KLR Investment Advisors held 873 shares of Lowe's Companies worth $202K as of Q1 2024.
  • Lowe's Companies was a new KLR Investment Advisors position in Q1 2024.
  • Lowe's Companies made up 0.15% of KLR Investment Advisors's portfolio in Q1 2024, its #177 holding.
  • KLR Investment Advisors first reported a position in Lowe's Companies in Q4 2022 and has held it in 5 quarters since.
  • KLR Investment Advisors's Lowe's Companies position peaked at $403K in Q2 2023.
  • 2,501 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.