Syntax Advisors’s Lowe's Companies LOW Stock Holding History

Syntax 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	$222K	Sell	1,069 -101	-9%	-$22.7K	0.2%	152
2023 Q2	$264K	Sell	1,170 -125	-10%	-$26K	0.21%	99
2023 Q1	$259K	Buy	1,295 +31	+2%	+$6.3K	0.2%	132
2022 Q4	$252K	Sell	1,264 -63	-5%	-$12.6K	0.21%	121
2022 Q3	$249K	Sell	1,327 -46	-3%	-$8.96K	0.21%	112
2022 Q2	$240K	Buy	1,373 +273	+25%	+$52.6K	0.2%	147
2022 Q1	$222K	Buy	1,100 +43	+4%	+$9.89K	0.19%	181
2021 Q4	$273K	Buy	+1,057	New	+$251K	0.2%	147

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Syntax Advisors's LOW Position: Q3 2023 in Review

Syntax Advisors reduced its Lowe's Companies (LOW) stake by 8.6% in Q3 2023, selling an estimated $22.7K and leaving 1,069 shares worth $222K. The position accounts for 0.2% of the portfolio, ranked #152.

Syntax Advisors first reported a position in LOW in Q4 2021 and has held it in 8 quarters since. The position peaked at $273K in Q4 2021. 2,304 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

Syntax Advisors held 1,069 shares of Lowe's Companies worth $222K as of Q3 2023.
Syntax Advisors sold 101 Lowe's Companies shares in Q3 2023, an estimated $22.7K.
Lowe's Companies made up 0.2% of Syntax Advisors's portfolio in Q3 2023, its #152 holding.
Syntax Advisors first reported a position in Lowe's Companies in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's Lowe's Companies position peaked at $273K in Q4 2021.
2,304 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.