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Lake Street Advisors Group’s Lowe's Companies LOW Stock Holding History

Lake Street Advisors Group’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
Q4 		$2.38M Buy
9,659
+33
+0.3% +$8.81K 0.11% 116
2024
Q3 		$2.61M Buy
9,626
+657
+7% +$159K 0.12% 92
2024
Q2 		$1.98M Sell
8,969
-196
-2% -$44.7K 0.1% 134
2024
Q1 		$2.33M Buy
9,165
+293
+3% +$67.4K 0.11% 126
2023
Q4 		$1.97M Buy
+8,872
New +$1.8M 0.1% 138
2023
Q1 		– Sell
-10,008
Closed -$1.99M – 357
2022
Q4 		$1.99M Sell
10,008
-99
-1% -$19.8K 0.13% 106
2022
Q3 		$1.9M Buy
+10,107
New +$1.97M 0.14% 103
2021
Q3 		– Sell
-3,550
Closed -$682K – 343
2021
Q2 		$682K Sell
3,550
-48
-1% -$9.39K 0.05% 138
2021
Q1 		$684K Sell
3,598
-54
-1% -$9.27K 0.06% 131
2020
Q4 		$586K Buy
3,652
+183
+5% +$29.7K 0.05% 139
2020
Q3 		$575K Sell
3,469
-55
-2% -$8.47K 0.05% 128
2020
Q2 		$476K Buy
3,524
+366
+12% +$41.8K 0.05% 141
2020
Q1 		$272K Sell
3,158
-364
-10% -$39.8K 0.03% 193
2019
Q4 		$422K Buy
3,522
+263
+8% +$30.1K 0.04% 131
2019
Q3 		$313K Buy
3,259
+203
+7% +$21.4K 0.03% 141
2019
Q2 		$308K Sell
3,056
-82
-3% -$8.65K 0.03% 148
2019
Q1 		$343K Buy
3,138
+313
+11% +$31.2K 0.04% 133
2018
Q4 		$261K Buy
2,825
+228
+9% +$22K 0.03% 148
2018
Q3 		$298K Sell
2,597
-1,657
-39% -$173K 0.03% 138
2018
Q2 		$407K Sell
4,254
-156
-4% -$14.1K 0.04% 182
2018
Q1 		$387K Buy
4,410
+176
+4% +$16.7K 0.04% 157
2017
Q4 		$394K Buy
+4,234
New +$350K 0.04% 169

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lake Street Advisors Group's LOW Position: Q4 2024 in Review

Lake Street Advisors Group increased its Lowe's Companies (LOW) stake by 0.34% in Q4 2024, buying an estimated $8.81K and bringing the position to 9,659 shares worth $2.38M. The position accounts for 0.11% of the portfolio, ranked #116.

Lake Street Advisors Group first reported a position in LOW in Q4 2017 and has held it in 22 quarters since. The position peaked at $2.61M in Q3 2024. 2,708 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

  • Lake Street Advisors Group held 9,659 shares of Lowe's Companies worth $2.38M as of Q4 2024.
  • Lake Street Advisors Group bought 33 Lowe's Companies shares in Q4 2024, an estimated $8.81K.
  • Lowe's Companies made up 0.11% of Lake Street Advisors Group's portfolio in Q4 2024, its #116 holding.
  • Lake Street Advisors Group first reported a position in Lowe's Companies in Q4 2017 and has held it in 22 quarters since.
  • Lake Street Advisors Group's Lowe's Companies position peaked at $2.61M in Q3 2024.
  • 2,708 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.