Synergy Asset Management’s Lowe's Companies LOW Stock Holding History

Synergy Asset 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
2025 Q1	–	Sell	-782	Closed	-$212K	–	510
2024 Q4	$212K	Hold	782	–	–	0.02%	188
2024 Q3	$212K	Buy	+782	New	+$189K	0.03%	128
2023 Q3	–	Sell	-3,466	Closed	-$782K	–	145
2023 Q2	$782K	Buy	3,466 +354	+11%	+$73.6K	0.19%	60
2023 Q1	$622K	Buy	3,112 +573	+23%	+$116K	0.15%	80
2022 Q4	$506K	Buy	2,539 +105	+4%	+$21K	0.13%	74
2022 Q3	$457K	Buy	+2,434	New	+$474K	0.12%	72
2021 Q3	–	Sell	-10,548	Closed	-$2.05M	–	115
2021 Q2	$2.05M	Buy	+10,548	New	+$2.06M	0.54%	48

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Norges Bank Oslo, Norway $935B AUM

Synergy Asset Management's LOW Position: Q1 2025 in Review

Synergy Asset Management sold out of Lowe's Companies (LOW) in Q1 2025, closing a stake of 782 shares — an estimated $212K sold.

Synergy Asset Management first reported a position in LOW in Q2 2021 and held it in 7 quarters. The position peaked at $2.05M in Q2 2021. 2,643 funds tracked by Wall St. Rank hold LOW as of Q1 2025.

Synergy Asset Management reported no remaining Lowe's Companies position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 782 Lowe's Companies shares in Q1 2025, an estimated $212K.
Synergy Asset Management first reported a position in Lowe's Companies in Q2 2021 and held it in 7 quarters.
Synergy Asset Management's Lowe's Companies position peaked at $2.05M in Q2 2021.
2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.