Steward Financial Group’s Lowe's Companies LOW Stock Holding History

Steward Financial Group’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	$95K	Buy	459 +56	+14%	+$12.6K	0.03%	105
2023 Q2	$90K	Buy	+403	New	+$83.8K	0.03%	98
2022 Q3	–	Sell	-40	Closed	-$6K	–	777
2022 Q2	$6K	Buy	+40	New	+$7.71K	0.01%	303

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

Steward Financial Group's LOW Position: Q3 2023 in Review

Steward Financial Group increased its Lowe's Companies (LOW) stake by 14% in Q3 2023, buying an estimated $12.6K and bringing the position to 459 shares worth $95K. The position accounts for 0.03% of the portfolio, ranked #105.

Steward Financial Group first reported a position in LOW in Q2 2022 and has held it in 3 quarters since. 2,304 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

Steward Financial Group held 459 shares of Lowe's Companies worth $95K as of Q3 2023.
Steward Financial Group bought 56 Lowe's Companies shares in Q3 2023, an estimated $12.6K.
Lowe's Companies made up 0.03% of Steward Financial Group's portfolio in Q3 2023, its #105 holding.
Steward Financial Group first reported a position in Lowe's Companies in Q2 2022 and has held it in 3 quarters since.
2,304 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.