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Koss-Olinger Consulting’s Lowe's Companies LOW Stock Holding History

Koss-Olinger Consulting’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 		– Sell
-1,034
Closed -$230K – 196
2023
Q4 		$230K Buy
+1,034
New +$210K 0.02% 280
2023
Q3 		– Sell
-937
Closed -$211K – 292
2023
Q2 		$211K Buy
+937
New +$195K 0.02% 248

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

Koss-Olinger Consulting's LOW Position: Q1 2024 in Review

Koss-Olinger Consulting sold out of Lowe's Companies (LOW) in Q1 2024, closing a stake of 1,034 shares — an estimated $230K sold.

Koss-Olinger Consulting first reported a position in LOW in Q2 2023 and held it in 2 quarters. The position peaked at $230K in Q4 2023. 2,502 funds tracked by Wall St. Rank hold LOW as of Q1 2024.

  • Koss-Olinger Consulting reported no remaining Lowe's Companies position as of Q1 2024 after selling out during the quarter.
  • Koss-Olinger Consulting sold 1,034 Lowe's Companies shares in Q1 2024, an estimated $230K.
  • Koss-Olinger Consulting first reported a position in Lowe's Companies in Q2 2023 and held it in 2 quarters.
  • Koss-Olinger Consulting's Lowe's Companies position peaked at $230K in Q4 2023.
  • 2,502 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.

Based on Koss-Olinger Consulting's 13F filing for Q1 2024, filed 18 Apr 2024.