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Sugarloaf Wealth Management’s Lowe's Companies LOW Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$411K Buy
1,665
+66
+4% +$17.6K 0.08% 108
2024
Q3 		$433K Buy
1,599
+130
+9% +$31.5K 0.08% 103
2024
Q2 		$324K Buy
1,469
+5
+0.3% +$1.14K 0.07% 110
2024
Q1 		$373K Buy
1,464
+141
+11% +$32.4K 0.08% 104
2023
Q4 		$295K Buy
1,323
+85
+7% +$17.2K 0.07% 104
2023
Q3 		$257K Buy
1,238
+437
+55% +$98.3K 0.07% 104
2023
Q2 		$181K Sell
801
-60
-7% -$12.5K 0.04% 146
2023
Q1 		$172K Buy
861
+2
+0.2% +$406 0.04% 143
2022
Q4 		$171K Sell
859
-240
-22% -$48K 0.04% 144
2022
Q3 		$207K Buy
1,099
+97
+10% +$18.9K 0.05% 115
2022
Q2 		$175K Buy
1,002
+215
+27% +$41.5K 0.04% 136
2022
Q1 		$159K Buy
787
+2
+0.3% +$460 0.04% 144
2021
Q4 		$203K Buy
785
+1
+0.1% +$238 0.05% 125
2021
Q3 		$159K Buy
784
+3
+0.4% +$598 0.04% 148
2021
Q2 		$151K Buy
781
+2
+0.3% +$391 0.04% 149
2021
Q1 		$148 Buy
779
+2
+0.3% +$343 0.04% 144
2020
Q4 		$125K Buy
777
+2
+0.3% +$325 0.04% 157
2020
Q3 		$129K Buy
775
+2
+0.3% +$308 0.05% 140
2020
Q2 		$104K Buy
773
+3
+0.4% +$343 0.04% 161
2020
Q1 		$66K Sell
770
-124
-14% -$13.5K 0.03% 186
2019
Q4 		$107K Buy
+894
New +$102K 0.05% 176

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sugarloaf Wealth Management's LOW Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Lowe's Companies (LOW) stake by 4.1% in Q4 2024, buying an estimated $17.6K and bringing the position to 1,665 shares worth $411K. The position accounts for 0.08% of the portfolio, ranked #108.

Sugarloaf Wealth Management first reported a position in LOW in Q4 2019 and has held it in 21 quarters since. The position peaked at $433K in Q3 2024. 2,707 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

  • Sugarloaf Wealth Management held 1,665 shares of Lowe's Companies worth $411K as of Q4 2024.
  • Sugarloaf Wealth Management bought 66 Lowe's Companies shares in Q4 2024, an estimated $17.6K.
  • Lowe's Companies made up 0.08% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #108 holding.
  • Sugarloaf Wealth Management first reported a position in Lowe's Companies in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Lowe's Companies position peaked at $433K in Q3 2024.
  • 2,707 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.