Royal Fund Management’s Lowe's Companies LOW Stock Holding History

Royal Fund Management’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	-300	Closed	-$81.3K	–	328
2024 Q3	$81.3K	Buy	+300	New	+$72.7K	﹤0.01%	327
2024 Q2	–	Sell	-500	Closed	-$127K	–	317
2024 Q1	$127K	Sell	500 -100	-17%	-$23K	0.01%	307
2023 Q4	$134K	Buy	+600	New	+$122K	0.01%	284
2023 Q3	–	Sell	-600	Closed	-$135K	–	288
2023 Q2	$135K	Buy	+600	New	+$125K	0.02%	258

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

Royal Fund Management's LOW Position: Q4 2024 in Review

Royal Fund Management sold out of Lowe's Companies (LOW) in Q4 2024, closing a stake of 481 shares — an estimated $130K sold.

Royal Fund Management first reported a position in LOW in Q1 2017 and held it in 28 quarters. The position peaked at $4.34M in Q1 2021. 2,708 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

Royal Fund Management reported no remaining Lowe's Companies position as of Q4 2024 after selling out during the quarter.
Royal Fund Management sold 481 Lowe's Companies shares in Q4 2024, an estimated $130K.
Royal Fund Management first reported a position in Lowe's Companies in Q1 2017 and held it in 28 quarters.
Royal Fund Management's Lowe's Companies position peaked at $4.34M in Q1 2021.
2,708 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on Royal Fund Management's 13F filing for Q4 2024, filed 16 Jan 2025.