Zega Financial’s Lowe's Companies LOW Stock Holding History

Zega Financial’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	–	Sell	-1,400	Closed	-$357K	–	123
2024 Q1	$357K	Sell	1,400 -8	-0.6%	-$1.84K	0.12%	73
2023 Q4	$313K	Buy	+1,408	New	+$285K	0.1%	72

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Zega Financial's LOW Position: Q2 2024 in Review

Zega Financial sold out of Lowe's Companies (LOW) in Q2 2024, closing a stake of 1,400 shares — an estimated $357K sold.

Zega Financial first reported a position in LOW in Q4 2023 and held it in 2 quarters. The position peaked at $357K in Q1 2024. 2,450 funds tracked by Wall St. Rank hold LOW as of Q2 2024.

Zega Financial reported no remaining Lowe's Companies position as of Q2 2024 after selling out during the quarter.
Zega Financial sold 1,400 Lowe's Companies shares in Q2 2024, an estimated $357K.
Zega Financial first reported a position in Lowe's Companies in Q4 2023 and held it in 2 quarters.
Zega Financial's Lowe's Companies position peaked at $357K in Q1 2024.
2,450 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2024.

Based on Zega Financial's 13F filing for Q2 2024, filed 12 Aug 2024.