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Steel Grove Capital Advisors’s Lowe's Companies LOW Stock Holding History

Steel Grove Capital 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 		– Sell
-1,145
Closed -$252K – 184
2024
Q2 		$252K Buy
+1,145
New +$261K 0.03% 159
2023
Q4 		– Sell
-1,282
Closed -$266K – 203
2023
Q3 		$266K Sell
1,282
-54
-4% -$12.1K 0.04% 153
2023
Q2 		$302K Buy
+1,336
New +$278K 0.04% 142
2018
Q4 		– Sell
-1,745
Closed -$200K – 326
2018
Q3 		$200K Buy
+1,745
New +$182K 0.03% 299

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Steel Grove Capital Advisors's LOW Position: Q3 2024 in Review

Steel Grove Capital Advisors sold out of Lowe's Companies (LOW) in Q3 2024, closing a stake of 1,145 shares — an estimated $252K sold.

Steel Grove Capital Advisors first reported a position in LOW in Q3 2018 and held it in 4 quarters. The position peaked at $302K in Q2 2023. 2,546 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

  • Steel Grove Capital Advisors reported no remaining Lowe's Companies position as of Q3 2024 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 1,145 Lowe's Companies shares in Q3 2024, an estimated $252K.
  • Steel Grove Capital Advisors first reported a position in Lowe's Companies in Q3 2018 and held it in 4 quarters.
  • Steel Grove Capital Advisors's Lowe's Companies position peaked at $302K in Q2 2023.
  • 2,546 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.