Marshall Financial Group (Maryland)’s Lowe's Companies LOW Stock Holding History

Marshall Financial Group (Maryland)’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	-907	Closed	-$205K	–	168
2023 Q2	$205K	Buy	+907	New	+$189K	0.07%	168
2023 Q1	–	Sell	-1,185	Closed	-$236K	–	183
2022 Q4	$236K	Sell	1,185 -206	-15%	-$41.2K	0.09%	155
2022 Q3	$261K	Sell	1,391 -233	-14%	-$45.4K	0.11%	160
2022 Q2	$284K	Sell	1,624 -500	-24%	-$96.4K	0.11%	155
2022 Q1	$429K	Sell	2,124 -156	-7%	-$35.9K	0.18%	151
2021 Q4	$589K	Buy	2,280 +668	+41%	+$159K	0.22%	143
2021 Q3	$327K	Buy	+1,612	New	+$321K	0.17%	144

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

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 $298B AUM 21.96% 1-Year Est. Return

Marshall Financial Group (Maryland)'s LOW Position: Q3 2023 in Review

Marshall Financial Group (Maryland) sold out of Lowe's Companies (LOW) in Q3 2023, closing a stake of 907 shares — an estimated $205K sold.

Marshall Financial Group (Maryland) first reported a position in LOW in Q3 2021 and held it in 7 quarters. The position peaked at $589K in Q4 2021. 2,304 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

Marshall Financial Group (Maryland) reported no remaining Lowe's Companies position as of Q3 2023 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 907 Lowe's Companies shares in Q3 2023, an estimated $205K.
Marshall Financial Group (Maryland) first reported a position in Lowe's Companies in Q3 2021 and held it in 7 quarters.
Marshall Financial Group (Maryland)'s Lowe's Companies position peaked at $589K in Q4 2021.
2,304 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q3 2023, filed 19 Oct 2023.