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

SRN 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
2023
Q4 		– Sell
-3,797
Closed -$789K – 102
2023
Q3 		$789K Buy
3,797
+74
+2% +$16.6K 0.78% 67
2023
Q2 		$840K Sell
3,723
-112
-3% -$23.3K 0.75% 71
2023
Q1 		$739K Sell
3,835
-78
-2% -$15.8K 0.68% 80
2022
Q4 		$780K Buy
3,913
+70
+2% +$14K 0.77% 72
2022
Q3 		$722K Sell
3,843
-589
-13% -$115K 0.6% 71
2022
Q2 		$774K Sell
4,432
-740
-14% -$143K 0.54% 92
2022
Q1 		$1.05M Buy
5,172
+78
+2% +$17.9K 0.46% 96
2021
Q4 		$1.32M Buy
+5,094
New +$1.21M 0.47% 74

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SRN Advisors's LOW Position: Q4 2023 in Review

SRN Advisors sold out of Lowe's Companies (LOW) in Q4 2023, closing a stake of 3,797 shares — an estimated $789K sold.

SRN Advisors first reported a position in LOW in Q4 2021 and held it in 8 quarters. The position peaked at $1.32M in Q4 2021. 2,455 funds tracked by Wall St. Rank hold LOW as of Q4 2023.

  • SRN Advisors reported no remaining Lowe's Companies position as of Q4 2023 after selling out during the quarter.
  • SRN Advisors sold 3,797 Lowe's Companies shares in Q4 2023, an estimated $789K.
  • SRN Advisors first reported a position in Lowe's Companies in Q4 2021 and held it in 8 quarters.
  • SRN Advisors's Lowe's Companies position peaked at $1.32M in Q4 2021.
  • 2,455 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.

Based on SRN Advisors's 13F filing for Q4 2023, filed 14 Jun 2024.