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Steward Partners Investment Solutions’s Lowe's Companies LOW Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$2.43M Buy
9,524
+4,787
+101% +$1.1M 0.41% 57
2023
Q4 		$1.05M Buy
+4,737
New +$960K 0.44% 61

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Steward Partners Investment Solutions's LOW Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Lowe's Companies (LOW) stake by 101% in Q1 2024, buying an estimated $1.1M and bringing the position to 9,524 shares worth $2.43M. The position accounts for 0.41% of the portfolio, ranked #57.

Steward Partners Investment Solutions first reported a position in LOW in Q4 2023 and has held it in 2 quarters since. 2,502 funds tracked by Wall St. Rank hold LOW as of Q1 2024.

  • Steward Partners Investment Solutions held 9,524 shares of Lowe's Companies worth $2.43M as of Q1 2024.
  • Steward Partners Investment Solutions bought 4,787 Lowe's Companies shares in Q1 2024, an estimated $1.1M.
  • Lowe's Companies made up 0.41% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #57 holding.
  • Steward Partners Investment Solutions first reported a position in Lowe's Companies in Q4 2023 and has held it in 2 quarters since.
  • 2,502 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.