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

Trellis 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 Q4	–	Sell	-1,219	Closed	-$253K	–	42
2023 Q3	$253K	Sell	1,219 -95	-7%	-$21.4K	0.12%	74
2023 Q2	$297K	Sell	1,314 -34	-3%	-$7.07K	0.13%	69
2023 Q1	$270K	Buy	1,348 +4	+0.3%	+$813	0.13%	74
2022 Q4	$268K	Sell	1,344 -60	-4%	-$12K	0.14%	73
2022 Q3	$264K	Buy	1,404 +27	+2%	+$5.26K	0.15%	61
2022 Q2	$240K	Buy	+1,377	New	+$266K	0.13%	67
2022 Q1	–	Sell	-812	Closed	-$210K	–	85
2021 Q4	$210K	Buy	+812	New	+$193K	0.1%	84

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Trellis Advisors's LOW Position: Q4 2023 in Review

Trellis Advisors sold out of Lowe's Companies (LOW) in Q4 2023, closing a stake of 1,219 shares — an estimated $253K sold.

Trellis Advisors first reported a position in LOW in Q4 2021 and held it in 7 quarters. The position peaked at $297K in Q2 2023. 2,456 funds tracked by Wall St. Rank hold LOW as of Q4 2023.

Trellis Advisors reported no remaining Lowe's Companies position as of Q4 2023 after selling out during the quarter.
Trellis Advisors sold 1,219 Lowe's Companies shares in Q4 2023, an estimated $253K.
Trellis Advisors first reported a position in Lowe's Companies in Q4 2021 and held it in 7 quarters.
Trellis Advisors's Lowe's Companies position peaked at $297K in Q2 2023.
2,456 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.

Based on Trellis Advisors's 13F filing for Q4 2023.