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

Peterson 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 		$18.3K Buy
+68
New +$16.5K 0.07% 158
2023
Q1 		– Sell
-4,062
Closed -$810K – 50
2022
Q4 		$810K Sell
4,062
-2,252
-36% -$450K 1.07% 42
2022
Q3 		$1.19M Buy
6,314
+1,714
+37% +$334K 1.15% 39
2022
Q2 		$804K Buy
4,600
+390
+9% +$75.2K 0.76% 52
2022
Q1 		$851K Buy
4,210
+224
+6% +$51.5K 0.71% 53
2021
Q4 		$1.03M Buy
+3,986
New +$948K 0.84% 50

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

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

Peterson Financial Group opened a new position in Lowe's Companies (LOW) in Q3 2024: 68 shares worth $18.3K. The stake represents 0.07% of the portfolio and ranks #158 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in LOW as recently as Q4 2022.

Peterson Financial Group first reported a position in LOW in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.19M in Q3 2022. 2,547 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

  • Peterson Financial Group held 68 shares of Lowe's Companies worth $18.3K as of Q3 2024.
  • Lowe's Companies was a new Peterson Financial Group position in Q3 2024.
  • Lowe's Companies made up 0.07% of Peterson Financial Group's portfolio in Q3 2024, its #158 holding.
  • Peterson Financial Group first reported a position in Lowe's Companies in Q4 2021 and has held it in 6 quarters since.
  • Peterson Financial Group's Lowe's Companies position peaked at $1.19M in Q3 2022.
  • 2,547 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.