Lumature Wealth Partners’s Lowe's Companies LOW Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$329K	Sell	1,458 -11	-0.7%	-$2.29K	0.2%	95
2023 Q1	$294K	Buy	1,469 +20	+1%	+$4.06K	0.16%	105
2022 Q4	$289K	Sell	1,449 -25	-2%	-$5K	0.16%	109
2022 Q3	$277K	Buy	1,474 +63	+4%	+$12.3K	0.15%	110
2022 Q2	$246K	Buy	1,411 +159	+13%	+$30.7K	0.11%	136
2022 Q1	$253K	Sell	1,252 -332	-21%	-$76.4K	0.1%	140
2021 Q4	$409K	Buy	1,584 +174	+12%	+$41.4K	0.16%	105
2021 Q3	$286K	Buy	1,410 +222	+19%	+$44.2K	0.12%	121
2021 Q2	$230K	Buy	1,188 +551	+86%	+$108K	0.1%	127
2021 Q1	$121K	Buy	+637	New	+$109K	0.06%	158

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lumature Wealth Partners's LOW Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Lowe's Companies (LOW) stake by 0.75% in Q2 2023, selling an estimated $2.29K and leaving 1,458 shares worth $329K. The position accounts for 0.2% of the portfolio, ranked #95.

Lumature Wealth Partners first reported a position in LOW in Q1 2021 and has held it in 10 quarters since. The position peaked at $409K in Q4 2021. 2,344 funds tracked by Wall St. Rank hold LOW as of Q2 2023.

Lumature Wealth Partners held 1,458 shares of Lowe's Companies worth $329K as of Q2 2023.
Lumature Wealth Partners sold 11 Lowe's Companies shares in Q2 2023, an estimated $2.29K.
Lowe's Companies made up 0.2% of Lumature Wealth Partners's portfolio in Q2 2023, its #95 holding.
Lumature Wealth Partners first reported a position in Lowe's Companies in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Lowe's Companies position peaked at $409K in Q4 2021.
2,344 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.