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

Tiedemann 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 		$1.13M Buy
5,427
+646
+14% +$145K 0.05% 110
2023
Q2 		$1.08M Sell
4,781
-18
-0.4% -$3.74K 0.05% 109
2023
Q1 		$960K Hold
4,799
– – 0.04% 113
2022
Q4 		$956K Buy
4,799
+25
+0.5% +$5K 0.05% 120
2022
Q3 		$897K Sell
4,774
-416
-8% -$81K 0.05% 119
2022
Q2 		$906K Sell
5,190
-455
-8% -$87.7K 0.07% 118
2022
Q1 		$1.14M Sell
5,645
-492
-8% -$113K 0.06% 137
2021
Q4 		$1.59M Hold
6,137
– – 0.08% 103
2021
Q3 		$1.25M Sell
6,137
-851
-12% -$170K 0.07% 118
2021
Q2 		$1.35M Buy
6,988
+157
+2% +$30.7K 0.05% 142
2021
Q1 		$1.3M Sell
6,831
-6,582
-49% -$1.13M 0.06% 136
2020
Q4 		$2.15M Sell
13,413
-5,014
-27% -$814K 0.1% 97
2020
Q3 		$3.06M Buy
18,427
+174
+1% +$26.8K 0.15% 95
2020
Q2 		$2.47M Sell
18,253
-128
-0.7% -$14.6K 0.13% 101
2020
Q1 		$1.58M Buy
18,381
+481
+3% +$52.6K 0.1% 119
2019
Q4 		$2.14M Sell
17,900
-351
-2% -$40.1K 0.1% 113
2019
Q3 		$2M Buy
18,251
+14,490
+385% +$1.53M 0.1% 122
2019
Q2 		$379K Buy
3,761
+332
+10% +$35K 0.02% 224
2019
Q1 		$374K Buy
3,429
+99
+3% +$9.88K 0.02% 334
2018
Q4 		$310K Buy
+3,330
New +$321K 0.02% 342
2017
Q4 		– Sell
-3,432
Closed -$250K – 287
2017
Q3 		$250K Sell
3,432
-6,227
-64% -$477K 0.02% 302
2017
Q2 		$749K Sell
9,659
-7,510
-44% -$614K 0.05% 256
2017
Q1 		$1.67M Buy
17,169
+14,319
+502% +$1.1M 0.14% 129
2016
Q4 		$203K Buy
+2,850
New +$202K 0.02% 298

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

Tiedemann Advisors's LOW Position: Q3 2023 in Review

Tiedemann Advisors increased its Lowe's Companies (LOW) stake by 14% in Q3 2023, buying an estimated $145K and bringing the position to 5,427 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #110.

Tiedemann Advisors first reported a position in LOW in Q4 2016 and has held it in 24 quarters since. The position peaked at $3.06M in Q3 2020. 2,304 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

  • Tiedemann Advisors held 5,427 shares of Lowe's Companies worth $1.13M as of Q3 2023.
  • Tiedemann Advisors bought 646 Lowe's Companies shares in Q3 2023, an estimated $145K.
  • Lowe's Companies made up 0.05% of Tiedemann Advisors's portfolio in Q3 2023, its #110 holding.
  • Tiedemann Advisors first reported a position in Lowe's Companies in Q4 2016 and has held it in 24 quarters since.
  • Tiedemann Advisors's Lowe's Companies position peaked at $3.06M in Q3 2020.
  • 2,304 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.