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LOW icon

TCWP’s Lowe's Companies LOW Stock Holding History

TCWP’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
-2,593
Closed -$572K – 36
2024
Q2 		$572K Sell
2,593
-49
-2% -$11.2K 1.4% 20
2024
Q1 		$673K Sell
2,642
-46
-2% -$10.6K 1.79% 16
2023
Q4 		$598K Sell
2,688
-44
-2% -$8.92K 1.69% 20
2023
Q3 		$568K Sell
2,732
-157
-5% -$35.3K 0.43% 59
2023
Q2 		$652K Sell
2,889
-1
-0% -$208 0.14% 99
2023
Q1 		$578K Sell
2,890
-46
-2% -$9.35K 0.11% 127
2022
Q4 		$590K Sell
2,936
-167
-5% -$33.4K 0.12% 128
2022
Q3 		$582K Sell
3,103
-50
-2% -$9.74K 0.12% 129
2022
Q2 		$550K Buy
3,153
+1,646
+109% +$317K 0.12% 127
2022
Q1 		$304K Sell
1,507
-468
-24% -$108K 0.06% 219
2021
Q4 		$510K Buy
+1,975
New +$470K 0.1% 145

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

TCWP's LOW Position: Q3 2024 in Review

TCWP sold out of Lowe's Companies (LOW) in Q3 2024, closing a stake of 2,593 shares — an estimated $572K sold.

TCWP first reported a position in LOW in Q4 2021 and held it in 11 quarters. The position peaked at $673K in Q1 2024. 2,546 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

  • TCWP reported no remaining Lowe's Companies position as of Q3 2024 after selling out during the quarter.
  • TCWP sold 2,593 Lowe's Companies shares in Q3 2024, an estimated $572K.
  • TCWP first reported a position in Lowe's Companies in Q4 2021 and held it in 11 quarters.
  • TCWP's Lowe's Companies position peaked at $673K in Q1 2024.
  • 2,546 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on TCWP's 13F filing for Q3 2024.