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Okabena Investment Services’s Lowe's Companies LOW Stock Holding History

Okabena Investment Services’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
-54
Closed -$12.2K – 126
2023
Q2 		$12.2K Buy
+54
New +$11.2K 0.01% 125
2023
Q1 		– Sell
-86
Closed -$17.1K – 227
2022
Q4 		$17.1K Buy
+86
New +$17.2K 0.01% 115
2022
Q3 		– Sell
-346
Closed -$60K – 180
2022
Q2 		$60K Hold
346
– – 0.03% 126
2022
Q1 		$70K Hold
346
– – 0.03% 126
2021
Q4 		$89K Buy
+346
New +$82.3K 0.03% 131

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Okabena Investment Services's LOW Position: Q3 2023 in Review

Okabena Investment Services sold out of Lowe's Companies (LOW) in Q3 2023, closing a stake of 54 shares — an estimated $12.2K sold.

Okabena Investment Services first reported a position in LOW in Q4 2021 and held it in 5 quarters. The position peaked at $89K in Q4 2021. 2,304 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

  • Okabena Investment Services reported no remaining Lowe's Companies position as of Q3 2023 after selling out during the quarter.
  • Okabena Investment Services sold 54 Lowe's Companies shares in Q3 2023, an estimated $12.2K.
  • Okabena Investment Services first reported a position in Lowe's Companies in Q4 2021 and held it in 5 quarters.
  • Okabena Investment Services's Lowe's Companies position peaked at $89K in Q4 2021.
  • 2,304 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on Okabena Investment Services's 13F filing for Q3 2023, filed 14 Nov 2023.