Lipe & Dalton’s Lowe's Companies LOW Stock Holding History

Lipe & Dalton’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	–	Sell	-600	Closed	-$163K	–	100
2024 Q3	$163K	Hold	600	–	–	0.08%	85
2024 Q2	$132K	Hold	600	–	–	0.07%	84
2024 Q1	$153K	Hold	600	–	–	0.08%	84
2023 Q4	$134K	Hold	600	–	–	0.07%	85
2023 Q3	$125K	Hold	600	–	–	0.08%	83
2023 Q2	$135K	Hold	600	–	–	0.08%	83
2023 Q1	$120K	Hold	600	–	–	0.07%	82
2022 Q4	$120K	Buy	600 +150	+33%	+$30K	0.07%	82
2022 Q3	$85K	Hold	450	–	–	0.05%	87
2022 Q2	$79K	Hold	450	–	–	0.05%	86
2022 Q1	$91K	Hold	450	–	–	0.04%	89
2021 Q4	$116K	Hold	450	–	–	0.05%	91
2021 Q3	$91K	Hold	450	–	–	0.05%	88
2021 Q2	$87K	Hold	450	–	–	0.05%	92
2021 Q1	$86K	Hold	450	–	–	0.05%	88
2020 Q4	$72K	Hold	450	–	–	0.04%	86
2020 Q3	$75K	Buy	+450	New	+$69.3K	0.05%	82

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lipe & Dalton's LOW Position: Q4 2024 in Review

Lipe & Dalton sold out of Lowe's Companies (LOW) in Q4 2024, closing a stake of 600 shares — an estimated $163K sold.

Lipe & Dalton first reported a position in LOW in Q3 2020 and held it in 17 quarters. The position peaked at $163K in Q3 2024. 2,707 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

Lipe & Dalton reported no remaining Lowe's Companies position as of Q4 2024 after selling out during the quarter.
Lipe & Dalton sold 600 Lowe's Companies shares in Q4 2024, an estimated $163K.
Lipe & Dalton first reported a position in Lowe's Companies in Q3 2020 and held it in 17 quarters.
Lipe & Dalton's Lowe's Companies position peaked at $163K in Q3 2024.
2,707 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on Lipe & Dalton's 13F filing for Q4 2024, filed 3 Feb 2025.