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

Morton 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	-2,515	Closed	-$641K	–	104
2024 Q1	$641K	Buy	2,515 +76	+3%	+$17.5K	0.17%	55
2023 Q4	$543K	Buy	2,439 +58	+2%	+$11.8K	0.16%	55
2023 Q3	$495K	Hold	2,381	–	–	0.18%	51
2023 Q2	$537K	Hold	2,381	–	–	0.18%	52
2023 Q1	$476K	Hold	2,381	–	–	0.17%	56
2022 Q4	$474K	Hold	2,381	–	–	0.19%	50
2022 Q3	$447K	Hold	2,381	–	–	0.2%	48
2022 Q2	$416K	Buy	+2,381	New	+$459K	0.18%	52

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

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

Morton Capital Management sold out of Lowe's Companies (LOW) in Q2 2024, closing a stake of 2,515 shares — an estimated $641K sold.

Morton Capital Management first reported a position in LOW in Q2 2022 and held it in 8 quarters. The position peaked at $641K in Q1 2024. 2,449 funds tracked by Wall St. Rank hold LOW as of Q2 2024.

Morton Capital Management reported no remaining Lowe's Companies position as of Q2 2024 after selling out during the quarter.
Morton Capital Management sold 2,515 Lowe's Companies shares in Q2 2024, an estimated $641K.
Morton Capital Management first reported a position in Lowe's Companies in Q2 2022 and held it in 8 quarters.
Morton Capital Management's Lowe's Companies position peaked at $641K in Q1 2024.
2,449 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2024.

Based on Morton Capital Management's 13F filing for Q2 2024, filed 12 Jul 2024.