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Sutton Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Sutton Wealth 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
2023
Q3 		$992K Sell
4,771
-26
-0.5% -$5.85K 0.49% 40
2023
Q2 		$1.08M Sell
4,797
-464
-9% -$96.5K 0.52% 33
2023
Q1 		$1.05M Sell
5,261
-3,674
-41% -$746K 0.56% 32
2022
Q4 		$1.78M Buy
8,935
+14
+0.2% +$2.8K 0.68% 28
2022
Q3 		$1.68M Sell
8,921
-26
-0.3% -$5.06K 0.68% 29
2022
Q2 		$1.56M Sell
8,947
-15
-0.2% -$2.89K 0.62% 31
2022
Q1 		$1.81M Buy
8,962
+27
+0.3% +$6.21K 0.62% 32
2021
Q4 		$2.31M Hold
8,935
– – 0.77% 29
2021
Q3 		$1.81M Buy
8,935
+5
+0.1% +$996 0.67% 32
2021
Q2 		$1.73M Hold
8,930
– – 0.63% 31
2021
Q1 		$1.7M Buy
8,930
+9
+0.1% +$1.54K 0.67% 29
2020
Q4 		$1.43M Buy
8,921
+30
+0.3% +$4.87K 0.61% 33
2020
Q3 		$1.47M Buy
8,891
+3
+0% +$462 0.71% 28
2020
Q2 		$1.2M Sell
8,888
-14
-0.2% -$1.6K 0.63% 32
2020
Q1 		$766K Buy
8,902
+41
+0.5% +$4.48K 0.48% 44
2019
Q4 		$1.06M Hold
8,861
– – 0.54% 35
2019
Q3 		$974K Buy
8,861
+1
+0% +$106 0.54% 34
2019
Q2 		$894K Sell
8,860
-17
-0.2% -$1.79K 0.51% 36
2019
Q1 		$972K Buy
8,877
+12
+0.1% +$1.2K 0.57% 31
2018
Q4 		$819K Buy
8,865
+5,000
+129% +$482K 0.53% 35
2018
Q3 		$444K Sell
3,865
-2
-0.1% -$208 0.29% 58
2018
Q2 		$370K Buy
3,867
+10
+0.3% +$905 0.26% 61
2018
Q1 		$338K Hold
3,857
– – 0.24% 69
2017
Q4 		$358K Hold
3,857
– – 0.26% 66
2017
Q3 		$308K Sell
3,857
-37
-1% -$2.83K 0.24% 74
2017
Q2 		$302K Buy
3,894
+37
+1% +$3.02K 0.24% 70
2017
Q1 		$317K Hold
3,857
– – 0.27% 65
2016
Q4 		$274K Sell
3,857
-60
-2% -$4.25K 0.25% 70
2016
Q3 		$283K Buy
3,917
+60
+2% +$4.67K 0.26% 68
2016
Q2 		$305K Hold
3,857
– – 0.29% 64
2016
Q1 		$292K Buy
+3,857
New +$272K 0.28% 65

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sutton Wealth Advisors's LOW Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Lowe's Companies (LOW) stake by 0.54% in Q3 2023, selling an estimated $5.85K and leaving 4,771 shares worth $992K. The position accounts for 0.49% of the portfolio, ranked #40.

Sutton Wealth Advisors first reported a position in LOW in Q1 2016 and has held it in 31 quarters since. The position peaked at $2.31M in Q4 2021. 2,304 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

  • Sutton Wealth Advisors held 4,771 shares of Lowe's Companies worth $992K as of Q3 2023.
  • Sutton Wealth Advisors sold 26 Lowe's Companies shares in Q3 2023, an estimated $5.85K.
  • Lowe's Companies made up 0.49% of Sutton Wealth Advisors's portfolio in Q3 2023, its #40 holding.
  • Sutton Wealth Advisors first reported a position in Lowe's Companies in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Lowe's Companies position peaked at $2.31M in Q4 2021.
  • 2,304 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.