WealthOne’s Lowe's Companies LOW Stock Holding History

WealthOne’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	–	Sell	-925	Closed	-$209K	–	97
2023 Q2	$209K	Buy	+925	New	+$192K	0.08%	103
2022 Q1	–	Sell	-914	Closed	-$236K	–	135
2021 Q4	$236K	Buy	+914	New	+$217K	0.08%	98
2019 Q1	–	Sell	-499	Closed	-$46K	–	340
2018 Q4	$46K	Buy	+499	New	+$48.1K	0.04%	183

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WealthOne's LOW Position: Q3 2023 in Review

WealthOne sold out of Lowe's Companies (LOW) in Q3 2023, closing a stake of 925 shares — an estimated $209K sold.

WealthOne first reported a position in LOW in Q4 2018 and held it in 3 quarters. The position peaked at $236K in Q4 2021. 2,306 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

WealthOne reported no remaining Lowe's Companies position as of Q3 2023 after selling out during the quarter.
WealthOne sold 925 Lowe's Companies shares in Q3 2023, an estimated $209K.
WealthOne first reported a position in Lowe's Companies in Q4 2018 and held it in 3 quarters.
WealthOne's Lowe's Companies position peaked at $236K in Q4 2021.
2,306 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on WealthOne's 13F filing for Q3 2023, filed 12 Oct 2023.