Truepoint Inc’s Lowe's Companies LOW Stock Holding History

Truepoint Inc’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	-1,154	Closed	-$240K	–	259
2023 Q3	$240K	Buy	+1,154	New	+$260K	0.01%	175

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

Truepoint Inc's LOW Position: Q4 2023 in Review

Truepoint Inc sold out of Lowe's Companies (LOW) in Q4 2023, closing a stake of 1,154 shares — an estimated $240K sold.

Truepoint Inc first reported a position in LOW in Q3 2023 and held it in 1 quarter. The position peaked at $240K in Q3 2023. 2,455 funds tracked by Wall St. Rank hold LOW as of Q4 2023.

Truepoint Inc reported no remaining Lowe's Companies position as of Q4 2023 after selling out during the quarter.
Truepoint Inc sold 1,154 Lowe's Companies shares in Q4 2023, an estimated $240K.
Truepoint Inc first reported a position in Lowe's Companies in Q3 2023 and held it in 1 quarter.
Truepoint Inc's Lowe's Companies position peaked at $240K in Q3 2023.
2,455 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.

Based on Truepoint Inc's 13F filing for Q4 2023, filed 12 Feb 2024.