REDW Wealth’s Lowe's Companies LOW Stock Holding History

REDW Wealth’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 Q4	–	Sell	-961	Closed	-$260K	–	144
2024 Q3	$260K	Hold	961	–	–	0.07%	141
2024 Q2	$212K	Sell	961 -50	-5%	-$11.4K	0.06%	153
2024 Q1	$258K	Sell	1,011 -250	-20%	-$57.5K	0.07%	135
2023 Q4	$281K	Sell	1,261 -25	-2%	-$5.07K	0.08%	121
2023 Q3	$267K	Buy	1,286 +261	+25%	+$58.7K	0.08%	110
2023 Q2	$231K	Hold	1,025	–	–	0.07%	132
2023 Q1	$205K	Hold	1,025	–	–	0.07%	140
2022 Q4	$204K	Buy	+1,025	New	+$205K	0.07%	130
2022 Q2	–	Sell	-1,025	Closed	-$207K	–	127
2022 Q1	$207K	Hold	1,025	–	–	0.06%	117
2021 Q4	$265K	Buy	1,025 +25	+3%	+$5.94K	0.08%	99
2021 Q3	$203K	Buy	+1,000	New	+$199K	0.06%	111

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

REDW Wealth's LOW Position: Q4 2024 in Review

REDW Wealth sold out of Lowe's Companies (LOW) in Q4 2024, closing a stake of 961 shares — an estimated $260K sold.

REDW Wealth first reported a position in LOW in Q3 2021 and held it in 11 quarters. The position peaked at $281K in Q4 2023. 2,707 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

REDW Wealth reported no remaining Lowe's Companies position as of Q4 2024 after selling out during the quarter.
REDW Wealth sold 961 Lowe's Companies shares in Q4 2024, an estimated $260K.
REDW Wealth first reported a position in Lowe's Companies in Q3 2021 and held it in 11 quarters.
REDW Wealth's Lowe's Companies position peaked at $281K in Q4 2023.
2,707 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.