Strategic Global Advisors’s Lowe's Companies LOW Stock Holding History

Strategic Global 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 Q1	–	Sell	-6,647	Closed	-$1.48M	–	153
2023 Q4	$1.48M	Sell	6,647 -4,484	-40%	-$909K	0.34%	88
2023 Q3	$2.31M	Sell	11,131 -21,361	-66%	-$4.81M	0.38%	81
2023 Q2	$7.33M	Sell	32,492 -35,528	-52%	-$7.39M	1.13%	29
2023 Q1	$13.6M	Sell	68,020 -9,458	-12%	-$1.92M	2.18%	7
2022 Q4	$15.4M	Buy	77,478 +60,407	+354%	+$12.1M	2.47%	6
2022 Q3	$3.21M	Sell	17,071 -568	-3%	-$111K	0.53%	71
2022 Q2	$3.08M	Buy	17,639 +3,074	+21%	+$593K	0.47%	80
2022 Q1	$2.94M	Buy	14,565 +648	+5%	+$149K	0.43%	75
2021 Q4	$3.6M	Buy	13,917 +1,047	+8%	+$249K	0.46%	75
2021 Q3	$2.61M	Buy	12,870 +3,558	+38%	+$709K	0.38%	85
2021 Q2	$1.81M	Buy	+9,312	New	+$1.82M	0.33%	102

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

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

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

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

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

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

Strategic Global Advisors's LOW Position: Q1 2024 in Review

Strategic Global Advisors sold out of Lowe's Companies (LOW) in Q1 2024, closing a stake of 6,647 shares — an estimated $1.48M sold.

Strategic Global Advisors first reported a position in LOW in Q2 2021 and held it in 11 quarters. The position peaked at $15.4M in Q4 2022. 2,501 funds tracked by Wall St. Rank hold LOW as of Q1 2024.

Strategic Global Advisors reported no remaining Lowe's Companies position as of Q1 2024 after selling out during the quarter.
Strategic Global Advisors sold 6,647 Lowe's Companies shares in Q1 2024, an estimated $1.48M.
Strategic Global Advisors first reported a position in Lowe's Companies in Q2 2021 and held it in 11 quarters.
Strategic Global Advisors's Lowe's Companies position peaked at $15.4M in Q4 2022.
2,501 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.

Based on Strategic Global Advisors's 13F filing for Q1 2024, filed 15 May 2024.