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Planning Capital Management Corporation’s Lowe's Companies LOW Stock Holding History

Planning Capital Management Corporation’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 		$60.3K Sell
223
-598
-73% -$145K 0.04% 164
2024
Q2 		$181K Buy
821
+1
+0.1% +$228 0.13% 94
2024
Q1 		$209K Buy
820
+81
+11% +$18.6K 0.15% 80
2023
Q4 		$165K Buy
+739
New +$150K 0.13% 97

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 $315B AUM 27.84% 1-Year Est. Return

Planning Capital Management Corporation's LOW Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Lowe's Companies (LOW) stake by 73% in Q3 2024, selling an estimated $145K and leaving 223 shares worth $60.3K. The position accounts for 0.04% of the portfolio, ranked #164.

Planning Capital Management Corporation first reported a position in LOW in Q4 2023 and has held it in 4 quarters since. The position peaked at $209K in Q1 2024. 2,547 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

  • Planning Capital Management Corporation held 223 shares of Lowe's Companies worth $60.3K as of Q3 2024.
  • Planning Capital Management Corporation sold 598 Lowe's Companies shares in Q3 2024, an estimated $145K.
  • Lowe's Companies made up 0.04% of Planning Capital Management Corporation's portfolio in Q3 2024, its #164 holding.
  • Planning Capital Management Corporation first reported a position in Lowe's Companies in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Lowe's Companies position peaked at $209K in Q1 2024.
  • 2,547 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

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