LVM Capital Management’s Lowe's Companies LOW Stock Holding History

LVM Capital Management’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 Q2	–	Sell	-3,940	Closed	-$1M	–	144
2024 Q1	$1M	Buy	+3,940	New	+$906K	0.12%	66

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LVM Capital Management's LOW Position: Q2 2024 in Review

LVM Capital Management sold out of Lowe's Companies (LOW) in Q2 2024, closing a stake of 3,940 shares — an estimated $1M sold.

LVM Capital Management first reported a position in LOW in Q1 2024 and held it in 1 quarter. The position peaked at $1M in Q1 2024. 2,450 funds tracked by Wall St. Rank hold LOW as of Q2 2024.

LVM Capital Management reported no remaining Lowe's Companies position as of Q2 2024 after selling out during the quarter.
LVM Capital Management sold 3,940 Lowe's Companies shares in Q2 2024, an estimated $1M.
LVM Capital Management first reported a position in Lowe's Companies in Q1 2024 and held it in 1 quarter.
LVM Capital Management's Lowe's Companies position peaked at $1M in Q1 2024.
2,450 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2024.

Based on LVM Capital Management's 13F filing for Q2 2024, filed 16 Jul 2024.