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Semus Wealth Partners’s Lowe's Companies LOW Stock Holding History

Semus Wealth Partners’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
-830
Closed -$225K – 121
2024
Q3 		$225K Buy
+830
New +$201K 0.16% 105
2024
Q2 		– Sell
-799
Closed -$204K – 123
2024
Q1 		$204K Buy
+799
New +$184K 0.17% 120

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Semus Wealth Partners's LOW Position: Q4 2024 in Review

Semus Wealth Partners sold out of Lowe's Companies (LOW) in Q4 2024, closing a stake of 830 shares — an estimated $225K sold.

Semus Wealth Partners first reported a position in LOW in Q1 2024 and held it in 2 quarters. The position peaked at $225K in Q3 2024. 2,708 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

  • Semus Wealth Partners reported no remaining Lowe's Companies position as of Q4 2024 after selling out during the quarter.
  • Semus Wealth Partners sold 830 Lowe's Companies shares in Q4 2024, an estimated $225K.
  • Semus Wealth Partners first reported a position in Lowe's Companies in Q1 2024 and held it in 2 quarters.
  • Semus Wealth Partners's Lowe's Companies position peaked at $225K in Q3 2024.
  • 2,708 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on Semus Wealth Partners's 13F filing for Q4 2024, filed 31 Jan 2025.