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SWS Partners’s Lowe's Companies LOW Stock Holding History

SWS Partners’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
Q3 		– Sell
-118
Closed -$26.2K – 214
2024
Q2 		$26.2K Buy
+118
New +$26.9K 0.01% 191
2022
Q2 		– Sell
-116
Closed -$23K – 99
2022
Q1 		$23K Buy
+116
New +$26.7K 0.02% 94
2018
Q1 		– Sell
-70
Closed -$7K – 399
2017
Q4 		$7K Buy
+70
New +$5.79K 0.01% 289

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SWS Partners's LOW Position: Q3 2024 in Review

SWS Partners sold out of Lowe's Companies (LOW) in Q3 2024, closing a stake of 118 shares — an estimated $26.2K sold.

SWS Partners first reported a position in LOW in Q4 2017 and held it in 3 quarters. The position peaked at $26.2K in Q2 2024. 2,547 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

  • SWS Partners reported no remaining Lowe's Companies position as of Q3 2024 after selling out during the quarter.
  • SWS Partners sold 118 Lowe's Companies shares in Q3 2024, an estimated $26.2K.
  • SWS Partners first reported a position in Lowe's Companies in Q4 2017 and held it in 3 quarters.
  • SWS Partners's Lowe's Companies position peaked at $26.2K in Q2 2024.
  • 2,547 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.