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Vantage Financial Partners (Illinois)’s Lowe's Companies LOW Stock Holding History

Vantage Financial Partners (Illinois)’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
Q2 		$507K Buy
2,300
+150
+7% +$34.2K 0.13% 73
2024
Q1 		$548K Buy
2,150
+550
+34% +$126K 0.14% 69
2023
Q4 		$356K Sell
1,600
-200
-11% -$40.5K 0.11% 86
2023
Q3 		$374K Sell
1,800
-100
-5% -$22.5K 0.22% 71
2023
Q2 		$429K Sell
1,900
-25
-1% -$5.2K 0.24% 64
2023
Q1 		$385K Hold
1,925
– – 0.23% 67
2022
Q4 		$384K Sell
1,925
-1,700
-47% -$340K 0.22% 73
2022
Q3 		$681K Buy
3,625
+50
+1% +$9.74K 0.44% 46
2022
Q2 		$624K Buy
3,575
+150
+4% +$28.9K 0.37% 51
2022
Q1 		$693K Buy
3,425
+250
+8% +$57.5K 0.36% 48
2021
Q4 		$821K Sell
3,175
-2,800
-47% -$666K 0.42% 42
2021
Q3 		$1.21M Hold
5,975
– – 0.65% 32
2021
Q2 		$1.16M Buy
5,975
+275
+5% +$53.8K 0.65% 31
2021
Q1 		$1.08M Buy
5,700
+50
+0.9% +$8.58K 0.61% 33
2020
Q4 		$907K Buy
5,650
+550
+11% +$89.3K 0.53% 36
2020
Q3 		$846K Sell
5,100
-300
-6% -$46.2K 0.52% 38
2020
Q2 		$730K Sell
5,400
-1,700
-24% -$194K 0.46% 35
2020
Q1 		$611K Hold
7,100
– – 0.44% 37
2019
Q4 		$850K Buy
7,100
+200
+3% +$22.9K 0.5% 31
2019
Q3 		$759K Hold
6,900
– – 0.5% 30
2019
Q2 		$696K Hold
6,900
– – 0.45% 32
2019
Q1 		$755K Hold
6,900
– – 0.5% 30
2018
Q4 		$637K Buy
6,900
+200
+3% +$19.3K 0.47% 33
2018
Q3 		$769K Hold
6,700
– – 0.49% 31
2018
Q2 		$640K Buy
6,700
+4,400
+191% +$398K 0.42% 33
2018
Q1 		$202K Sell
2,300
-900
-28% -$85.2K 0.14% 74
2017
Q4 		$298K Buy
3,200
+200
+7% +$16.5K 0.2% 61
2017
Q3 		$240K Hold
3,000
– – 0.17% 57
2017
Q2 		$233K Buy
+3,000
New +$245K 0.16% 56
2017
Q1 		– Sell
-2,900
Closed -$206K – 63
2016
Q4 		$206K Buy
+2,900
New +$205K 0.19% 50

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $315B AUM 27.84% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s LOW Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) increased its Lowe's Companies (LOW) stake by 7% in Q2 2024, buying an estimated $34.2K and bringing the position to 2,300 shares worth $507K. The position accounts for 0.13% of the portfolio, ranked #73.

Vantage Financial Partners (Illinois) first reported a position in LOW in Q4 2016 and has held it in 30 quarters since. The position peaked at $1.21M in Q3 2021. 2,450 funds tracked by Wall St. Rank hold LOW as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 2,300 shares of Lowe's Companies worth $507K as of Q2 2024.
  • Vantage Financial Partners (Illinois) bought 150 Lowe's Companies shares in Q2 2024, an estimated $34.2K.
  • Lowe's Companies made up 0.13% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #73 holding.
  • Vantage Financial Partners (Illinois) first reported a position in Lowe's Companies in Q4 2016 and has held it in 30 quarters since.
  • Vantage Financial Partners (Illinois)'s Lowe's Companies position peaked at $1.21M in Q3 2021.
  • 2,450 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.