LC
LOW icon

Legacy CG’s Lowe's Companies LOW Stock Holding History

Legacy CG’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
-19,550
Closed -$4.31M – 57
2024
Q2 		$4.31M Sell
19,550
-1,233
-6% -$281K 1.47% 32
2024
Q1 		$5.29M Sell
20,783
-2,165
-9% -$498K 1.92% 22
2023
Q4 		$5.11M Buy
22,948
+4,583
+25% +$929K 1.94% 18
2023
Q3 		$3.82M Buy
18,365
+7,143
+64% +$1.61M 1.77% 23
2023
Q2 		$2.53M Buy
+11,222
New +$2.33M 1.17% 34
2022
Q3 		– Sell
-140
Closed -$24K – 91
2022
Q2 		$24K Sell
140
-13,219
-99% -$2.55M 0.02% 82
2022
Q1 		$2.7M Sell
13,359
-10
-0.1% -$2.3K 1.76% 32
2021
Q4 		$3.46M Buy
+13,369
New +$3.18M 2.08% 19

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Legacy CG's LOW Position: Q3 2024 in Review

Legacy CG sold out of Lowe's Companies (LOW) in Q3 2024, closing a stake of 19,550 shares — an estimated $4.31M sold.

Legacy CG first reported a position in LOW in Q4 2021 and held it in 8 quarters. The position peaked at $5.29M in Q1 2024. 2,546 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

  • Legacy CG reported no remaining Lowe's Companies position as of Q3 2024 after selling out during the quarter.
  • Legacy CG sold 19,550 Lowe's Companies shares in Q3 2024, an estimated $4.31M.
  • Legacy CG first reported a position in Lowe's Companies in Q4 2021 and held it in 8 quarters.
  • Legacy CG's Lowe's Companies position peaked at $5.29M in Q1 2024.
  • 2,546 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on Legacy CG's 13F filing for Q3 2024, filed 30 Oct 2024.