Stelac Advisory Services’s Lowe's Companies LOW Stock Holding History

Stelac Advisory Services’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 Q3	–	Sell	-2,524	Closed	-$570K	–	136
2023 Q2	$570K	Sell	2,524 -166	-6%	-$34.5K	0.25%	75
2023 Q1	$538K	Hold	2,690	–	–	0.23%	76
2022 Q4	$536K	Sell	2,690 -462	-15%	-$92.3K	0.24%	68
2022 Q3	$593K	Hold	3,152	–	–	0.27%	55
2022 Q2	$551K	Buy	3,152 +2,231	+242%	+$430K	0.22%	68
2022 Q1	$186K	Sell	921 -2,705	-75%	-$622K	0.07%	111
2021 Q4	$937K	Sell	3,626 -1,475	-29%	-$351K	0.25%	60
2021 Q3	$1.03M	Sell	5,101 -1,193	-19%	-$238K	0.28%	54
2021 Q2	$1.22M	Buy	6,294 +2,209	+54%	+$432K	0.28%	64
2021 Q1	$777K	Sell	4,085 -78	-2%	-$13.4K	0.29%	73
2020 Q4	$668K	Sell	4,163 -342	-8%	-$55.6K	0.17%	94
2020 Q3	$747K	Buy	4,505 +1,658	+58%	+$255K	0.26%	61
2020 Q2	$385K	Buy	+2,847	New	+$325K	0.15%	75
2018 Q4	–	Sell	-1,075	Closed	-$123K	–	124
2018 Q3	$123K	Buy	+1,075	New	+$112K	0.04%	116

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Stelac Advisory Services's LOW Position: Q3 2023 in Review

Stelac Advisory Services sold out of Lowe's Companies (LOW) in Q3 2023, closing a stake of 2,524 shares — an estimated $570K sold.

Stelac Advisory Services first reported a position in LOW in Q3 2018 and held it in 14 quarters. The position peaked at $1.22M in Q2 2021. 2,304 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

Stelac Advisory Services reported no remaining Lowe's Companies position as of Q3 2023 after selling out during the quarter.
Stelac Advisory Services sold 2,524 Lowe's Companies shares in Q3 2023, an estimated $570K.
Stelac Advisory Services first reported a position in Lowe's Companies in Q3 2018 and held it in 14 quarters.
Stelac Advisory Services's Lowe's Companies position peaked at $1.22M in Q2 2021.
2,304 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on Stelac Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.