M Holdings Securities’s Lowe's Companies LOW Stock Holding History

M Holdings Securities’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 Q3	–	Sell	-3,376	Closed	-$762K	–	253
2023 Q2	$762K	Sell	3,376 -3,853	-53%	-$801K	0.16%	83
2023 Q1	$1.43M	Buy	+7,229	New	+$1.47M	0.15%	116

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

M Holdings Securities's LOW Position: Q3 2024 in Review

M Holdings Securities sold out of Lowe's Companies (LOW) in Q3 2024, closing a stake of 2,476 shares — an estimated $544K sold.

M Holdings Securities first reported a position in LOW in Q4 2013 and held it in 28 quarters. The position peaked at $6.46M in Q4 2016. 2,546 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

M Holdings Securities reported no remaining Lowe's Companies position as of Q3 2024 after selling out during the quarter.
M Holdings Securities sold 2,476 Lowe's Companies shares in Q3 2024, an estimated $544K.
M Holdings Securities first reported a position in Lowe's Companies in Q4 2013 and held it in 28 quarters.
M Holdings Securities's Lowe's Companies position peaked at $6.46M in Q4 2016.
2,546 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.