Bartlett & Co’s Lowe's Companies LOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$129M Sell
577,975
-6,509
-1% -$1.32M 2.09% 8
2023
Q3
$121M Sell
584,484
-2,109
-0.4% -$474K 2.18% 7
2023
Q2
$132M Buy
586,593
+9,414
+2% +$1.96M 2.29% 7
2023
Q1
$115M Sell
577,179
-3,001
-0.5% -$610K 2.23% 7
2022
Q4
$116M Sell
580,180
-1,650
-0.3% -$330K 2.33% 6
2022
Q3
$109M Buy
581,830
+579
+0.1% +$113K 2.35% 6
2022
Q2
$102M Sell
581,251
-7,759
-1% -$1.5M 2.06% 9
2022
Q1
$119M Buy
589,010
+4,546
+0.8% +$1.05M 2.08% 8
2021
Q4
$151M Sell
584,464
-9,222
-2% -$2.19M 2.56% 5
2021
Q3
$120M Sell
593,686
-3,644
-0.6% -$726K 2.3% 5
2021
Q2
$116M Sell
597,330
-36,526
-6% -$7.15M 2.21% 7
2021
Q1
$121M Sell
633,856
-4,781
-0.7% -$820K 2.42% 6
2020
Q4
$103M Sell
638,637
-6,035
-0.9% -$980K 2.19% 8
2020
Q3
$107M Sell
644,672
-12,320
-2% -$1.9M 2.51% 5
2020
Q2
$88.8M Sell
656,992
-4,289
-0.6% -$490K 2.32% 7
2020
Q1
$56.9M Buy
+661,281
New +$72.3M 1.73% 12
2019
Q3
$74.6M Buy
678,031
+290,107
+75% +$30.6M 1.96% 13
2019
Q2
$39.1M Buy
387,924
+2,516
+0.7% +$265K 1.46% 18
2019
Q1
$42.2M Sell
385,408
-3,276
-0.8% -$327K 1.62% 19
2018
Q4
$35.9M Sell
388,684
-5,167
-1% -$498K 1.53% 20
2018
Q3
$45.2M Sell
393,851
-5,058
-1% -$527K 1.7% 16
2018
Q2
$38.1M Buy
398,909
+298
+0.1% +$27K 1.55% 18
2018
Q1
$35M Buy
398,611
+33,448
+9% +$3.17M 1.44% 21
2017
Q4
$33.9M Buy
365,163
+173
+0% +$14.3K 1.35% 25
2017
Q3
$29.2M Buy
364,990
+2,201
+0.6% +$169K 1.22% 28
2017
Q2
$28.1M Sell
362,789
-11,680
-3% -$955K 1.26% 26
2017
Q1
$30.8M Sell
374,469
-8,590
-2% -$657K 1.4% 21
2016
Q4
$27.2M Buy
383,059
+5,139
+1% +$364K 1.29% 27
2016
Q3
$27.3M Buy
377,920
+2,386
+0.6% +$186K 1.32% 27
2016
Q2
$29.7M Sell
375,534
-5,776
-2% -$447K 1.47% 21
2016
Q1
$28.9M Buy
381,310
+830
+0.2% +$58.6K 1.45% 21
2015
Q4
$28.9M Sell
380,480
-3,045
-0.8% -$226K 1.49% 21
2015
Q3
$26.4M Buy
383,525
+32,596
+9% +$2.24M 1.45% 24
2015
Q2
$23.5M Sell
350,929
-367
-0.1% -$26.2K 1.18% 31
2015
Q1
$26.1M Sell
351,296
-16,586
-5% -$1.19M 1.3% 29
2014
Q4
$25.3M Sell
367,882
-4,859
-1% -$291K 1.22% 29
2014
Q3
$19.7M Buy
372,741
+3,275
+0.9% +$165K 0.95% 42
2014
Q2
$17.7M Buy
369,466
+6,841
+2% +$319K 0.85% 47
2014
Q1
$17.7M Sell
362,625
-2,328
-0.6% -$112K 0.88% 46
2013
Q4
$18.1M Sell
364,953
-13,564
-4% -$659K 0.9% 44
2013
Q3
$18M Sell
378,517
-88,296
-19% -$4.01M 0.98% 42
2013
Q2
$19.1M Buy
+466,813
New +$18.8M 1.05% 40

Other funds holding LOW

Bartlett & Co's LOW Position: Q4 2023 in Review

Bartlett & Co reduced its Lowe's Companies (LOW) stake by 1.1% in Q4 2023, selling an estimated $1.32M and leaving 577,975 shares worth $129M. The position accounts for 2.09% of the portfolio, ranked #8.

Bartlett & Co first reported a position in LOW in Q2 2013 and has held it in 42 quarters since. The position peaked at $151M in Q4 2021. 2,455 funds tracked by Wall St. Rank hold LOW as of Q4 2023.

  • Bartlett & Co held 577,975 shares of Lowe's Companies worth $129M as of Q4 2023.
  • Bartlett & Co sold 6,509 Lowe's Companies shares in Q4 2023, an estimated $1.32M.
  • Lowe's Companies made up 2.09% of Bartlett & Co's portfolio in Q4 2023, its #8 holding.
  • Bartlett & Co first reported a position in Lowe's Companies in Q2 2013 and has held it in 42 quarters since.
  • Bartlett & Co's Lowe's Companies position peaked at $151M in Q4 2021.
  • 2,455 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.