tru Independence’s Lowe's Companies LOW Stock Holding History

tru Independence’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	-1,199	Closed	-$249K	–	114
2023 Q3	$249K	Buy	1,199 +3	+0.3%	+$675	0.09%	108
2023 Q2	$270K	Sell	1,196 -6	-0.5%	-$1.25K	0.09%	107
2023 Q1	$240K	Sell	1,202 -37	-3%	-$7.52K	0.08%	109
2022 Q4	$247K	Sell	1,239 -495	-29%	-$98.9K	0.08%	100
2022 Q3	$326K	Buy	1,734 +7	+0.4%	+$1.36K	0.12%	92
2022 Q2	$302K	Buy	1,727 +57	+3%	+$11K	0.1%	106
2022 Q1	$338K	Sell	1,670 -202	-11%	-$46.5K	0.09%	117
2021 Q4	$484K	Sell	1,872 -341	-15%	-$81.1K	0.13%	101
2021 Q3	$449K	Buy	+2,213	New	+$441K	0.13%	101
2021 Q2	–	Sell	-1,967	Closed	-$374K	–	328
2021 Q1	$374K	Buy	1,967 +51	+3%	+$8.75K	0.07%	193
2020 Q4	$308	Buy	+1,916	New	+$311K	﹤0.01%	405
2020 Q3	–	Sell	-2,075	Closed	-$280	–	621
2020 Q2	$280	Sell	2,075 -667	-24%	-$76.2K	0.04%	216
2020 Q1	$236	Hold	2,742	–	–	0.04%	190
2019 Q4	$236K	Buy	+2,742	New	+$314K	0.03%	231

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

tru Independence's LOW Position: Q4 2023 in Review

tru Independence sold out of Lowe's Companies (LOW) in Q4 2023, closing a stake of 1,199 shares — an estimated $249K sold.

tru Independence first reported a position in LOW in Q4 2019 and held it in 14 quarters. The position peaked at $484K in Q4 2021. 2,455 funds tracked by Wall St. Rank hold LOW as of Q4 2023.

tru Independence reported no remaining Lowe's Companies position as of Q4 2023 after selling out during the quarter.
tru Independence sold 1,199 Lowe's Companies shares in Q4 2023, an estimated $249K.
tru Independence first reported a position in Lowe's Companies in Q4 2019 and held it in 14 quarters.
tru Independence's Lowe's Companies position peaked at $484K in Q4 2021.
2,455 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.

Based on tru Independence's 13F filing for Q4 2023, filed 10 Jan 2024.