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Telemus Capital’s Lowe's Companies LOW Stock Holding History

Telemus Capital’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
Q4 		$1.04M Sell
4,676
-263
-5% -$53.3K 0.09% 161
2023
Q3 		$1.03M Buy
4,939
+3,947
+398% +$888K 0.1% 150
2023
Q2 		$224K Sell
992
-15
-1% -$3.12K 0.02% 302
2023
Q1 		$201K Sell
1,007
-20
-2% -$4.06K 0.02% 311
2022
Q4 		$206K Sell
1,027
-94
-8% -$18.8K 0.02% 318
2022
Q3 		$211K Buy
+1,121
New +$218K 0.02% 297
2022
Q2 		– Sell
-1,498
Closed -$303K – 367
2022
Q1 		$303K Sell
1,498
-568
-27% -$131K 0.03% 274
2021
Q4 		$534K Sell
2,066
-94
-4% -$22.3K 0.04% 241
2021
Q3 		$438K Sell
2,160
-163
-7% -$32.5K 0.04% 250
2021
Q2 		$451K Sell
2,323
-10,086
-81% -$1.97M 0.03% 248
2021
Q1 		$2.4M Sell
12,409
-668
-5% -$115K 0.17% 108
2020
Q4 		$2.1M Sell
13,077
-527
-4% -$85.6K 0.16% 113
2020
Q3 		$2.42M Buy
13,604
+9,925
+270% +$1.53M 0.18% 99
2020
Q2 		$506K Sell
3,679
-520
-12% -$59.4K 0.04% 271
2020
Q1 		$547K Sell
4,199
-577
-12% -$63K 0.04% 238
2019
Q4 		$572K Buy
4,776
+51
+1% +$5.83K 0.04% 232
2019
Q3 		$520K Sell
4,725
-70
-1% -$7.39K 0.04% 239
2019
Q2 		$465K Sell
4,795
-5,807
-55% -$612K 0.04% 240
2019
Q1 		$1.16M Sell
10,602
-380
-3% -$37.9K 0.09% 171
2018
Q4 		$1.01M Sell
10,982
-1,150
-9% -$111K 0.08% 179
2018
Q3 		$1.39M Buy
12,132
+662
+6% +$69K 0.1% 154
2018
Q2 		$1.1M Sell
11,470
-99
-0.9% -$8.96K 0.08% 189
2018
Q1 		$1.01M Buy
11,569
+872
+8% +$82.5K 0.08% 195
2017
Q4 		$994K Buy
+10,697
New +$884K 0.08% 203
2017
Q3 		– Sell
-5,893
Closed -$457K – 341
2017
Q2 		$457K Hold
5,893
– – 0.05% 246
2017
Q1 		$484K Buy
+5,893
New +$451K 0.05% 220
2016
Q4 		– Sell
-6,241
Closed -$451K – 326
2016
Q3 		$451K Sell
6,241
-42
-0.7% -$3.27K 0.05% 230
2016
Q2 		$497K Buy
+6,283
New +$486K 0.06% 208

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Telemus Capital's LOW Position: Q4 2023 in Review

Telemus Capital reduced its Lowe's Companies (LOW) stake by 5.3% in Q4 2023, selling an estimated $53.3K and leaving 4,676 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #161.

Telemus Capital first reported a position in LOW in Q2 2016 and has held it in 28 quarters since. The position peaked at $2.42M in Q3 2020. 2,455 funds tracked by Wall St. Rank hold LOW as of Q4 2023.

  • Telemus Capital held 4,676 shares of Lowe's Companies worth $1.04M as of Q4 2023.
  • Telemus Capital sold 263 Lowe's Companies shares in Q4 2023, an estimated $53.3K.
  • Lowe's Companies made up 0.09% of Telemus Capital's portfolio in Q4 2023, its #161 holding.
  • Telemus Capital first reported a position in Lowe's Companies in Q2 2016 and has held it in 28 quarters since.
  • Telemus Capital's Lowe's Companies position peaked at $2.42M in Q3 2020.
  • 2,455 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.