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Milestone Investment Advisors’s Lowe's Companies LOW Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-957
Closed -$199K – 295
2023
Q3 		$199K Buy
+957
New +$215K 0.06% 104
2023
Q2 		– Sell
-957
Closed -$191K – 291
2023
Q1 		$191K Buy
+957
New +$194K 0.06% 108

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Milestone Investment Advisors's LOW Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Lowe's Companies (LOW) in Q4 2023, closing a stake of 957 shares — an estimated $199K sold.

Milestone Investment Advisors first reported a position in LOW in Q1 2023 and held it in 2 quarters. The position peaked at $199K in Q3 2023. 2,455 funds tracked by Wall St. Rank hold LOW as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Lowe's Companies position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 957 Lowe's Companies shares in Q4 2023, an estimated $199K.
  • Milestone Investment Advisors first reported a position in Lowe's Companies in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Lowe's Companies position peaked at $199K in Q3 2023.
  • 2,455 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.