Number of Shares
137,522.00
Current Holdings Value*
$32.07 Mil
% of Portfolio
1.76%
Total Estimate Gain
$10.37 Mil
% of Total Estimate Gain
36.36%

OPTIMUM LARGE CAP VALUE FUND's Lowe's Companies Inc Holding Summary

As of 2025-03-31, OPTIMUM FUND TRUST held 137,522.00 shares of Lowe's Companies Inc(LOW), totaling $32.07 Mil. This investment constitutes 1.76% of their stock portfolio, and OPTIMUM FUND TRUST now holds 0.02% of the outstanding Lowe's Companies Inc(LOW) stock.

The initial trade took place in 2020Q2. And since then OPTIMUM LARGE CAP VALUE FUND has made 9 purchases of LOW, at an average price of $162.79, for a total of 175,155.00 shares. In addition, there have been 7 sales at an average price of $214.16 for 37,633.00 shares. Based on historical transaction data and LOW's current price of $224.13, OPTIMUM LARGE CAP VALUE FUND's estimated gain on his LOW holdings is $10.37 Mil, reflecting a 36.36% gain to date.

OPTIMUM LARGE CAP VALUE FUND LOW ($224.13) Holding Chart

OPTIMUM LARGE CAP VALUE FUND LOW ($224.13) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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