Simplicity Solutions’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.76M | Sell |
16,900
-541
| -3% | -$110K | 0.1% | 181 |
|
|
2023
Q3 | $3.63M | Sell |
17,441
-5,825
| -25% | -$1.31M | 0.12% | 163 |
|
|
2023
Q2 | $5.25M | Buy |
23,266
+1,495
| +7% | +$311K | 0.14% | 138 |
|
|
2023
Q1 | $4.35M | Buy |
21,771
+15,553
| +250% | +$3.16M | 0.11% | 166 |
|
|
2022
Q4 | $1.24M | Buy |
6,218
+399
| +7% | +$79.7K | 0.17% | 149 |
|
|
2022
Q3 | $1.09M | Buy |
5,819
+640
| +12% | +$125K | 0.16% | 153 |
|
|
2022
Q2 | $905K | Buy |
5,179
+566
| +12% | +$109K | 0.12% | 201 |
|
|
2022
Q1 | $933K | Sell |
4,613
-3,977
| -46% | -$915K | 0.11% | 188 |
|
|
2021
Q4 | $2.22M | Buy |
8,590
+4,660
| +119% | +$1.11M | 0.25% | 98 |
|
|
2021
Q3 | $797K | Buy |
3,930
+425
| +12% | +$84.7K | 0.12% | 178 |
|
|
2021
Q2 | $680K | Buy |
3,505
+556
| +19% | +$109K | 0.13% | 168 |
|
|
2021
Q1 | $561K | Sell |
2,949
-39,723
| -93% | -$6.82M | 0.12% | 175 |
|
|
2020
Q4 | $6.85M | Buy |
42,672
+8,932
| +26% | +$1.45M | 0.1% | 186 |
|
|
2020
Q3 | $5.6M | Buy |
33,740
+2,456
| +8% | +$378K | 0.1% | 181 |
|
|
2020
Q2 | $4.23M | Buy |
31,284
+16,084
| +106% | +$1.84M | 0.08% | 195 |
|
|
2020
Q1 | $1.31M | Buy |
15,200
+4,844
| +47% | +$529K | 0.04% | 293 |
|
|
2019
Q4 | $1.24M | Buy |
10,356
+6,202
| +149% | +$709K | 0.04% | 340 |
|
|
2019
Q3 | $457K | Buy |
4,154
+214
| +5% | +$22.6K | 0.02% | 440 |
|
|
2019
Q2 | $398K | Sell |
3,940
-13,064
| -77% | -$1.38M | 0.02% | 418 |
|
|
2019
Q1 | $1.86M | Sell |
17,004
-1,715
| -9% | -$171K | 0.11% | 165 |
|
|
2018
Q4 | $1.72M | Buy |
18,719
+10,331
| +123% | +$996K | 0.22% | 109 |
|
|
2018
Q3 | $964K | Buy |
8,388
+840
| +11% | +$87.5K | 0.06% | 173 |
|
|
2018
Q2 | $722K | Buy |
7,548
+2,122
| +39% | +$192K | 0.05% | 203 |
|
|
2018
Q1 | $476K | Sell |
5,426
-1,962
| -27% | -$186K | 0.04% | 205 |
|
|
2017
Q4 | $687K | Buy |
7,388
+486
| +7% | +$40.2K | 0.07% | 175 |
|
|
2017
Q3 | $552K | Buy |
6,902
+2,854
| +71% | +$219K | 0.37% | 62 |
|
|
2017
Q2 | $314K | Sell |
4,048
-888
| -18% | -$72.6K | 0.04% | 309 |
|
|
2017
Q1 | $406K | Sell |
4,936
-173
| -3% | -$13.2K | 0.06% | 258 |
|
|
2016
Q4 | $363K | Buy |
5,109
+1,813
| +55% | +$128K | 0.08% | 234 |
|
|
2016
Q3 | $238K | Sell |
3,296
-149
| -4% | -$11.6K | 0.12% | 221 |
|
|
2016
Q2 | $273K | Buy |
+3,445
| New | +$266K | 0.15% | 182 |
|
|
2016
Q1 | – | Sell |
-14,246
| Closed | -$1.08M | – | 369 |
|
|
2015
Q4 | $1.08M | Buy |
+14,246
| New | +$1.06M | 0.13% | 224 |
|
Other funds holding LOW
Simplicity Solutions's LOW Position: Q4 2023 in Review
Simplicity Solutions reduced its Lowe's Companies (LOW) stake by 3.1% in Q4 2023, selling an estimated $110K and leaving 16,900 shares worth $3.76M. The position accounts for 0.1% of the portfolio, ranked #181.
Simplicity Solutions first reported a position in LOW in Q4 2015 and has held it in 32 quarters since. The position peaked at $6.85M in Q4 2020. 2,455 funds tracked by Wall St. Rank hold LOW as of Q4 2023.
- Simplicity Solutions held 16,900 shares of Lowe's Companies worth $3.76M as of Q4 2023.
- Simplicity Solutions sold 541 Lowe's Companies shares in Q4 2023, an estimated $110K.
- Lowe's Companies made up 0.1% of Simplicity Solutions's portfolio in Q4 2023, its #181 holding.
- Simplicity Solutions first reported a position in Lowe's Companies in Q4 2015 and has held it in 32 quarters since.
- Simplicity Solutions's Lowe's Companies position peaked at $6.85M in Q4 2020.
- 2,455 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.
Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.