Advisory Research’s Lowe's Companies LOW Stock Holding History

Advisory Research’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 Q4	–	Sell	-1,535	Closed	-$319K	–	411
2023 Q3	$319K	Sell	1,535 -19	-1%	-$4.27K	0.04%	361
2023 Q2	$351K	Buy	+1,554	New	+$323K	0.05%	354
2014 Q2	–	Sell	-1,385	Closed	-$68K	–	522
2014 Q1	$68K	Buy	+1,385	New	+$66.8K	﹤0.01%	621

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Advisory Research's LOW Position: Q4 2023 in Review

Advisory Research sold out of Lowe's Companies (LOW) in Q4 2023, closing a stake of 1,535 shares — an estimated $319K sold.

Advisory Research first reported a position in LOW in Q1 2014 and held it in 3 quarters. The position peaked at $351K in Q2 2023. 2,455 funds tracked by Wall St. Rank hold LOW as of Q4 2023.

Advisory Research reported no remaining Lowe's Companies position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 1,535 Lowe's Companies shares in Q4 2023, an estimated $319K.
Advisory Research first reported a position in Lowe's Companies in Q1 2014 and held it in 3 quarters.
Advisory Research's Lowe's Companies position peaked at $351K in Q2 2023.
2,455 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.