Monumental Financial Group’s Lowe's Companies LOW Stock Holding History

Monumental Financial Group’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 Q3	$1.04M	Sell	3,837 -611	-14%	-$148K	0.39%	28
2024 Q2	$981K	Sell	4,448 -1,032	-19%	-$235K	0.43%	30
2024 Q1	$1.4M	Sell	5,480 -151	-3%	-$34.7K	0.74%	22
2023 Q4	$1.25M	Buy	5,631 +128	+2%	+$25.9K	0.75%	23
2023 Q3	$1.14M	Buy	5,503 +215	+4%	+$48.4K	0.76%	25
2023 Q2	$1.19M	Sell	5,288 -105	-2%	-$21.8K	0.8%	23
2023 Q1	$1.08M	Buy	5,393 +462	+9%	+$93.9K	0.77%	40
2022 Q4	$982K	Buy	+4,931	New	+$986K	0.79%	35

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Monumental Financial Group's LOW Position: Q3 2024 in Review

Monumental Financial Group reduced its Lowe's Companies (LOW) stake by 14% in Q3 2024, selling an estimated $148K and leaving 3,837 shares worth $1.04M. The position accounts for 0.39% of the portfolio, ranked #28.

Monumental Financial Group first reported a position in LOW in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.4M in Q1 2024. 2,550 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

Monumental Financial Group held 3,837 shares of Lowe's Companies worth $1.04M as of Q3 2024.
Monumental Financial Group sold 611 Lowe's Companies shares in Q3 2024, an estimated $148K.
Lowe's Companies made up 0.39% of Monumental Financial Group's portfolio in Q3 2024, its #28 holding.
Monumental Financial Group first reported a position in Lowe's Companies in Q4 2022 and has held it in 8 quarters since.
Monumental Financial Group's Lowe's Companies position peaked at $1.4M in Q1 2024.
2,550 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.