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Banyan Partners’s Lowe's Companies LOW Stock Holding History

Banyan Partners’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
2014
Q3 		$442K Sell
8,357
-800
-9% -$40.4K 0.04% 323
2014
Q2 		$439K Buy
9,157
+144
+2% +$6.71K 0.04% 324
2014
Q1 		$441K Sell
9,013
-3,297
-27% -$159K 0.04% 312
2013
Q4 		$610K Sell
12,310
-8,852
-42% -$430K 0.04% 280
2013
Q3 		$1.01M Buy
+21,162
New +$960K 0.09% 177

Other funds holding LOW

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Banyan Partners's LOW Position: Q3 2014 in Review

Banyan Partners reduced its Lowe's Companies (LOW) stake by 8.7% in Q3 2014, selling an estimated $40.4K and leaving 8,357 shares worth $442K. The position accounts for 0.04% of the portfolio, ranked #323.

Banyan Partners first reported a position in LOW in Q3 2013 and has held it in 5 quarters since. The position peaked at $1.01M in Q3 2013. 950 funds tracked by Wall St. Rank hold LOW as of Q3 2014.

  • Banyan Partners held 8,357 shares of Lowe's Companies worth $442K as of Q3 2014.
  • Banyan Partners sold 800 Lowe's Companies shares in Q3 2014, an estimated $40.4K.
  • Lowe's Companies made up 0.04% of Banyan Partners's portfolio in Q3 2014, its #323 holding.
  • Banyan Partners first reported a position in Lowe's Companies in Q3 2013 and has held it in 5 quarters since.
  • Banyan Partners's Lowe's Companies position peaked at $1.01M in Q3 2013.
  • 950 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.