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

Summit 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
2024 Q1	$1.06M	Sell	4,143 -100	-2%	-$23K	0.38%	79
2023 Q4	$944K	Buy	4,243 +400	+10%	+$81.1K	0.36%	82
2023 Q3	$799K	Hold	3,843	–	–	0.34%	82
2023 Q2	$867K	Hold	3,843	–	–	0.34%	83
2023 Q1	$768K	Sell	3,843 -97	-2%	-$19.7K	0.29%	94
2022 Q4	$785K	Hold	3,940	–	–	0.31%	91
2022 Q3	$740K	Sell	3,940 -429	-10%	-$83.6K	0.31%	91
2022 Q2	$763K	Hold	4,369	–	–	0.29%	95
2022 Q1	$884K	Sell	4,369 -22	-0.5%	-$5.06K	0.3%	89
2021 Q4	$1.14M	Hold	4,391	–	–	0.37%	73
2021 Q3	$891K	Hold	4,391	–	–	0.32%	81
2021 Q2	$852K	Buy	4,391 +12	+0.3%	+$2.35K	0.32%	83
2021 Q1	$833K	Sell	4,379 -292	-6%	-$50.1K	0.35%	76
2020 Q4	$750K	Sell	4,671 -293	-6%	-$47.6K	0.33%	76
2020 Q3	$823K	Sell	4,964 -200	-4%	-$30.8K	0.41%	69
2020 Q2	$698K	Sell	5,164 -200	-4%	-$22.8K	0.36%	69
2020 Q1	$462K	Hold	5,364	–	–	0.28%	85
2019 Q4	$642K	Hold	5,364	–	–	0.31%	78
2019 Q3	$590K	Buy	5,364 +807	+18%	+$85.2K	0.3%	84
2019 Q2	$460K	Hold	4,557	–	–	0.21%	105
2019 Q1	$499K	Hold	4,557	–	–	0.39%	71
2018 Q4	$421K	Hold	4,557	–	–	0.36%	74
2018 Q3	$523K	Hold	4,557	–	–	0.39%	69
2018 Q2	$436K	Hold	4,557	–	–	0.34%	76
2018 Q1	$400K	Buy	4,557 +1,450	+47%	+$137K	0.31%	83
2017 Q4	$289K	Hold	3,107	–	–	0.24%	95
2017 Q3	$248K	Sell	3,107 -363	-10%	-$27.8K	0.21%	105
2017 Q2	$269K	Buy	+3,470	New	+$284K	0.23%	97

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

Summit Financial Group's LOW Position: Q1 2024 in Review

Summit Financial Group reduced its Lowe's Companies (LOW) stake by 2.4% in Q1 2024, selling an estimated $23K and leaving 4,143 shares worth $1.06M. The position accounts for 0.38% of the portfolio, ranked #79.

Summit Financial Group first reported a position in LOW in Q2 2017 and has held it in 28 quarters since. The position peaked at $1.14M in Q4 2021. 2,501 funds tracked by Wall St. Rank hold LOW as of Q1 2024.

Summit Financial Group held 4,143 shares of Lowe's Companies worth $1.06M as of Q1 2024.
Summit Financial Group sold 100 Lowe's Companies shares in Q1 2024, an estimated $23K.
Lowe's Companies made up 0.38% of Summit Financial Group's portfolio in Q1 2024, its #79 holding.
Summit Financial Group first reported a position in Lowe's Companies in Q2 2017 and has held it in 28 quarters since.
Summit Financial Group's Lowe's Companies position peaked at $1.14M in Q4 2021.
2,501 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.