Thomas J. Herzfeld Advisors’s Lowe's Companies LOW Stock Holding History

Thomas J. Herzfeld 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
2024 Q3	–	Sell	-10	Closed	-$2.21K	–	213
2024 Q2	$2.21K	Buy	+10	New	+$2.28K	﹤0.01%	205

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

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

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

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

Thomas J. Herzfeld Advisors's LOW Position: Q3 2024 in Review

Thomas J. Herzfeld Advisors sold out of Lowe's Companies (LOW) in Q3 2024, closing a stake of 10 shares — an estimated $2.21K sold.

Thomas J. Herzfeld Advisors first reported a position in LOW in Q2 2024 and held it in 1 quarter. The position peaked at $2.21K in Q2 2024. 2,547 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

Thomas J. Herzfeld Advisors reported no remaining Lowe's Companies position as of Q3 2024 after selling out during the quarter.
Thomas J. Herzfeld Advisors sold 10 Lowe's Companies shares in Q3 2024, an estimated $2.21K.
Thomas J. Herzfeld Advisors first reported a position in Lowe's Companies in Q2 2024 and held it in 1 quarter.
Thomas J. Herzfeld Advisors's Lowe's Companies position peaked at $2.21K in Q2 2024.
2,547 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.