Badgley, Phelps & Bell’s Lowe's Companies LOW Stock Holding History

Badgley, Phelps & Bell’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
2021 Q2	$404K	Sell	2,083 -99	-5%	-$19.4K	0.02%	172
2021 Q1	$415K	Buy	2,182 +42	+2%	+$7.21K	0.02%	166
2020 Q4	$343K	Buy	2,140 +255	+14%	+$41.4K	0.01%	176
2020 Q3	$313K	Buy	1,885 +264	+16%	+$40.7K	0.02%	170
2020 Q2	$219K	Buy	+1,621	New	+$185K	0.01%	183
2020 Q1	–	Sell	-2,957	Closed	-$354K	–	188
2019 Q4	$354K	Buy	2,957 +405	+16%	+$46.3K	0.02%	161
2019 Q3	$281K	Sell	2,552 -25	-1%	-$2.64K	0.02%	163
2019 Q2	$260K	Sell	2,577 -40	-2%	-$4.22K	0.02%	175
2019 Q1	$286K	Buy	+2,617	New	+$261K	0.02%	175

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Badgley, Phelps & Bell's LOW Position: Q2 2021 in Review

Badgley, Phelps & Bell reduced its Lowe's Companies (LOW) stake by 4.5% in Q2 2021, selling an estimated $19.4K and leaving 2,083 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #172.

Badgley, Phelps & Bell first reported a position in LOW in Q1 2019 and has held it in 9 quarters since. The position peaked at $415K in Q1 2021. 2,109 funds tracked by Wall St. Rank hold LOW as of Q2 2021.

Badgley, Phelps & Bell held 2,083 shares of Lowe's Companies worth $404K as of Q2 2021.
Badgley, Phelps & Bell sold 99 Lowe's Companies shares in Q2 2021, an estimated $19.4K.
Lowe's Companies made up 0.02% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #172 holding.
Badgley, Phelps & Bell first reported a position in Lowe's Companies in Q1 2019 and has held it in 9 quarters since.
Badgley, Phelps & Bell's Lowe's Companies position peaked at $415K in Q1 2021.
2,109 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.