Wunderlich Capital Managemnt’s Lowe's Companies LOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$3.2M Buy
14,527
+369
+3% +$84.2K 1.43% 32
2024
Q1
$3.61M Sell
14,158
-803
-5% -$185K 1.63% 25
2023
Q4
$3.33M Sell
14,961
-327
-2% -$66.3K 1.5% 30
2023
Q3
$3.18M Sell
15,288
-87
-0.6% -$19.6K 1.57% 30
2023
Q2
$3.47M Sell
15,375
-204
-1% -$42.4K 1.7% 20
2023
Q1
$3.12M Sell
15,579
-51
-0.3% -$10.4K 1.62% 21
2022
Q4
$3.11M Buy
15,630
+16
+0.1% +$3.2K 1.73% 21
2022
Q3
$2.93M Buy
15,614
+215
+1% +$41.9K 1.88% 16
2022
Q2
$2.69M Sell
15,399
-18
-0.1% -$3.47K 1.57% 20
2022
Q1
$3.12M Sell
15,417
-68
-0.4% -$15.6K 1.47% 22
2021
Q4
$4M Sell
15,485
-76
-0.5% -$18.1K 1.78% 13
2021
Q3
$3.16M Buy
15,561
+227
+1% +$45.2K 1.52% 20
2021
Q2
$2.97M Sell
15,334
-66
-0.4% -$12.9K 1.51% 24
2021
Q1
$2.93M Sell
15,400
-2,107
-12% -$362K 1.6% 20
2020
Q4
$2.81M Sell
17,507
-158
-0.9% -$25.7K 1.56% 21
2020
Q3
$2.93M Sell
17,665
-603
-3% -$92.9K 1.81% 14
2020
Q2
$2.47M Sell
18,268
-167
-0.9% -$19.1K 1.73% 19
2020
Q1
$1.59M Buy
18,435
+15
+0.1% +$1.64K 1.31% 28
2019
Q4
$2.21M Sell
18,420
-316
-2% -$36.1K 1.39% 27
2019
Q3
$2.06M Sell
18,736
-23
-0.1% -$2.43K 1.42% 26
2019
Q2
$1.89M Sell
18,759
-231
-1% -$24.4K 1.26% 38
2019
Q1
$2.08M Buy
18,990
+82
+0.4% +$8.18K 1.45% 22
2018
Q4
$1.75M Sell
18,908
-82
-0.4% -$7.91K 1.34% 30
2018
Q3
$2.18M Sell
18,990
-1,099
-5% -$115K 1.55% 16
2018
Q2
$1.92M Buy
20,089
+142
+0.7% +$12.9K 1.33% 24
2018
Q1
$1.75M Sell
19,947
-15
-0.1% -$1.42K 1.2% 31
2017
Q4
$1.85M Buy
19,962
+234
+1% +$19.3K 1.28% 26
2017
Q3
$1.58M Sell
19,728
-26
-0.1% -$1.99K 1.18% 39
2017
Q2
$1.53M Sell
19,754
-210
-1% -$17.2K 1.15% 39
2017
Q1
$1.64M Buy
19,964
+182
+0.9% +$13.9K 1.28% 26
2016
Q4
$1.41M Sell
19,782
-125
-0.6% -$8.84K 1.15% 45
2016
Q3
$1.44M Buy
19,907
+490
+3% +$38.1K 1.15% 43
2016
Q2
$1.54M Buy
19,417
+234
+1% +$18.1K 1.3% 20
2016
Q1
$1.45M Buy
19,183
+335
+2% +$23.6K 1.25% 29
2015
Q4
$1.43M Buy
18,848
+470
+3% +$34.9K 1.23% 32
2015
Q3
$1.27M Buy
+18,378
New +$1.26M 1.17% 35

Other funds holding LOW

Wunderlich Capital Managemnt's LOW Position: Q2 2024 in Review

Wunderlich Capital Managemnt increased its Lowe's Companies (LOW) stake by 2.6% in Q2 2024, buying an estimated $84.2K and bringing the position to 14,527 shares worth $3.2M. The position accounts for 1.43% of the portfolio, ranked #32.

Wunderlich Capital Managemnt first reported a position in LOW in Q3 2015 and has held it in 36 quarters since. The position peaked at $4M in Q4 2021. 2,450 funds tracked by Wall St. Rank hold LOW as of Q2 2024.

  • Wunderlich Capital Managemnt held 14,527 shares of Lowe's Companies worth $3.2M as of Q2 2024.
  • Wunderlich Capital Managemnt bought 369 Lowe's Companies shares in Q2 2024, an estimated $84.2K.
  • Lowe's Companies made up 1.43% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #32 holding.
  • Wunderlich Capital Managemnt first reported a position in Lowe's Companies in Q3 2015 and has held it in 36 quarters since.
  • Wunderlich Capital Managemnt's Lowe's Companies position peaked at $4M in Q4 2021.
  • 2,450 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.