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

Neumann 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
Q3 		– Sell
-1,100
Closed -$243K – 103
2024
Q2 		$243K Hold
1,100
– – 0.08% 92
2024
Q1 		$280K Buy
+1,100
New +$253K 0.1% 89
2015
Q1 		– Sell
-3,625
Closed -$249K – 86
2014
Q4 		$249K Buy
+3,625
New +$217K 0.16% 75

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Neumann Capital Management's LOW Position: Q3 2024 in Review

Neumann Capital Management sold out of Lowe's Companies (LOW) in Q3 2024, closing a stake of 1,100 shares — an estimated $243K sold.

Neumann Capital Management first reported a position in LOW in Q4 2014 and held it in 3 quarters. The position peaked at $280K in Q1 2024. 2,546 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

  • Neumann Capital Management reported no remaining Lowe's Companies position as of Q3 2024 after selling out during the quarter.
  • Neumann Capital Management sold 1,100 Lowe's Companies shares in Q3 2024, an estimated $243K.
  • Neumann Capital Management first reported a position in Lowe's Companies in Q4 2014 and held it in 3 quarters.
  • Neumann Capital Management's Lowe's Companies position peaked at $280K in Q1 2024.
  • 2,546 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on Neumann Capital Management's 13F filing for Q3 2024, filed 6 Nov 2024.