Retirement Group’s Lowe's Companies LOW Stock Holding History

Retirement 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 Q1	$13.8K	Buy	+54	New	+$12.4K	﹤0.01%	411
2022 Q3	–	Sell	-103	Closed	-$18K	–	677
2022 Q2	$18K	Hold	103	–	–	0.01%	341
2022 Q1	$21K	Buy	103 +22	+27%	+$5.06K	0.01%	332
2021 Q4	$21K	Buy	+81	New	+$19.3K	0.01%	328
2021 Q2	–	Sell	-724	Closed	-$138K	–	724
2021 Q1	$138K	Buy	724 +38	+6%	+$6.52K	0.06%	156
2020 Q4	$110K	Sell	686 -1	-0.1%	-$162	0.05%	172
2020 Q3	$114K	Sell	687 -1	-0.1%	-$154	0.06%	172
2020 Q2	$93K	Buy	+688	New	+$78.6K	0.06%	174
2019 Q4	$91K	Buy	+760	New	+$86.9K	0.06%	172

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

Retirement Group's LOW Position: Q1 2024 in Review

Retirement Group opened a new position in Lowe's Companies (LOW) in Q1 2024: 54 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #411 among its holdings. This is a return to the name: Retirement Group previously reported a position in LOW as recently as Q2 2022.

Retirement Group first reported a position in LOW in Q4 2019 and has held it in 9 quarters since. The position peaked at $138K in Q1 2021. 2,501 funds tracked by Wall St. Rank hold LOW as of Q1 2024.

Retirement Group held 54 shares of Lowe's Companies worth $13.8K as of Q1 2024.
Lowe's Companies was a new Retirement Group position in Q1 2024.
Lowe's Companies made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #411 holding.
Retirement Group first reported a position in Lowe's Companies in Q4 2019 and has held it in 9 quarters since.
Retirement Group's Lowe's Companies position peaked at $138K in Q1 2021.
2,501 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.