LF
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Lee Financial’s Lowe's Companies LOW Stock Holding History

Lee Financial’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
-79
Closed -$17.6K – 539
2023
Q4 		$17.6K Buy
79
+9
+13% +$1.82K ﹤0.01% 338
2023
Q3 		$14.6K Hold
70
– – ﹤0.01% 351
2023
Q2 		$15.8K Hold
70
– – ﹤0.01% 337
2023
Q1 		$14K Buy
70
+11
+19% +$2.23K ﹤0.01% 367
2022
Q4 		$11.8K Sell
59
-8
-12% -$1.6K ﹤0.01% 432
2022
Q3 		$13K Buy
67
+15
+29% +$2.92K ﹤0.01% 398
2022
Q2 		$9K Sell
52
-69
-57% -$13.3K ﹤0.01% 465
2022
Q1 		$24K Sell
121
-13
-10% -$2.99K ﹤0.01% 313
2021
Q4 		$35K Buy
134
+13
+11% +$3.09K 0.01% 295
2021
Q3 		$25K Hold
121
– – 0.01% 303
2021
Q2 		$23K Sell
121
-139
-53% -$27.2K ﹤0.01% 309
2021
Q1 		$49K Sell
260
-44
-14% -$7.55K 0.01% 233
2020
Q4 		$49K Sell
304
-2
-0.7% -$325 0.01% 212
2020
Q3 		$51K Buy
306
+1
+0.3% +$154 0.01% 228
2020
Q2 		$41K Buy
305
+1
+0.3% +$114 0.01% 226
2020
Q1 		$26K Sell
304
-56
-16% -$6.12K 0.01% 209
2019
Q4 		$43K Buy
360
+1
+0.3% +$114 0.01% 202
2019
Q3 		$39K Buy
359
+1
+0.3% +$106 0.01% 205
2019
Q2 		$36K Hold
358
– – 0.01% 217
2019
Q1 		$39K Buy
358
+126
+54% +$12.6K 0.01% 204
2018
Q4 		$21K Hold
232
– – 0.01% 223
2018
Q3 		$27K Sell
232
-860
-79% -$89.6K 0.01% 229
2018
Q2 		$104K Buy
1,092
+4
+0.4% +$362 0.02% 205
2018
Q1 		$95K Buy
1,088
+858
+373% +$81.2K 0.02% 213
2017
Q4 		$21K Buy
230
+100
+77% +$8.27K 0.01% 247
2017
Q3 		$10K Buy
+130
New +$9.95K ﹤0.01% 335

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

Lee Financial's LOW Position: Q1 2024 in Review

Lee Financial sold out of Lowe's Companies (LOW) in Q1 2024, closing a stake of 79 shares — an estimated $17.6K sold.

Lee Financial first reported a position in LOW in Q3 2017 and held it in 26 quarters. The position peaked at $104K in Q2 2018. 2,501 funds tracked by Wall St. Rank hold LOW as of Q1 2024.

  • Lee Financial reported no remaining Lowe's Companies position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 79 Lowe's Companies shares in Q1 2024, an estimated $17.6K.
  • Lee Financial first reported a position in Lowe's Companies in Q3 2017 and held it in 26 quarters.
  • Lee Financial's Lowe's Companies position peaked at $104K in Q2 2018.
  • 2,501 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.