SpiderRock Advisors’s Lowe's Companies LOW Stock Holding History

SpiderRock Advisors’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 Q3	$379K	Hold	1,400	–	–	0.01%	687
2024 Q2	$309K	Hold	1,400	–	–	0.01%	659
2024 Q1	$341K	Buy	+1,400	New	+$322K	0.01%	603
2023 Q4	–	Hold	0	–	–	–	148
2022 Q2	–	Hold	0	–	-$4.67M	–	172
2022 Q1	–	Hold	0	–	–	–	20
2021 Q4	–	Hold	0	–	–	–	22
2021 Q3	–	Hold	0	–	–	–	22
2021 Q2	–	Hold	0	–	–	–	20
2020 Q1	–	Hold	0	–	-$90K	–	149
2019 Q4	–	Hold	0	–	–	–	14
2017 Q4	–	Hold	0	–	-$1K	–	244
2017 Q3	–	Hold	0	–	–	–	674
2017 Q2	–	Hold	0	–	–	–	585
2017 Q1	–	Hold	0	–	–	–	317

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SpiderRock Advisors's LOW Position: Q3 2024 in Review

SpiderRock Advisors increased its Lowe's Companies (LOW) stake by 39% in Q3 2024, buying an estimated $2.78M and bringing the position to 40,978 shares worth $11.1M. The position accounts for 0.18% of the portfolio, ranked #88.

SpiderRock Advisors first reported a position in LOW in Q1 2024 and has held it in 3 quarters since. 2,546 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

SpiderRock Advisors held 40,978 shares of Lowe's Companies worth $11.1M as of Q3 2024.
SpiderRock Advisors bought 11,479 Lowe's Companies shares in Q3 2024, an estimated $2.78M.
Lowe's Companies made up 0.18% of SpiderRock Advisors's portfolio in Q3 2024, its #88 holding.
SpiderRock Advisors first reported a position in Lowe's Companies in Q1 2024 and has held it in 3 quarters since.
2,546 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.