Optimas Capital’s Lowe's Companies LOW Stock Holding History

Optimas Capital’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 Q1	–	Sell	-7,200	Closed	-$1.6M	–	42
2023 Q4	$1.6M	Buy	+7,200	New	+$1.46M	1.51%	26

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Optimas Capital's LOW Position: Q1 2024 in Review

Optimas Capital sold out of Lowe's Companies (LOW) in Q1 2024, closing a stake of 7,200 shares — an estimated $1.6M sold.

Optimas Capital first reported a position in LOW in Q4 2023 and held it in 1 quarter. The position peaked at $1.6M in Q4 2023. 2,501 funds tracked by Wall St. Rank hold LOW as of Q1 2024.

Optimas Capital reported no remaining Lowe's Companies position as of Q1 2024 after selling out during the quarter.
Optimas Capital sold 7,200 Lowe's Companies shares in Q1 2024, an estimated $1.6M.
Optimas Capital first reported a position in Lowe's Companies in Q4 2023 and held it in 1 quarter.
Optimas Capital's Lowe's Companies position peaked at $1.6M in Q4 2023.
2,501 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.

Based on Optimas Capital's 13F filing for Q1 2024, filed 7 May 2024.