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Bel Air Investment Advisors’s Lowe's Companies LOW Stock Holding History

Bel Air Investment Advisors’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 		$62.6M Sell
322,730
-34,241
-10% -$6.7M 1.91% 15
2021
Q1 		$67.9M Buy
+356,971
New +$61.3M 2.14% 11
2013
Q3 		$268K Buy
+5,621
New +$255K 0.04% 98

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bel Air Investment Advisors's LOW Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Lowe's Companies (LOW) stake by 9.6% in Q2 2021, selling an estimated $6.7M and leaving 322,730 shares worth $62.6M. The position accounts for 1.91% of the portfolio, ranked #15.

Bel Air Investment Advisors first reported a position in LOW in Q3 2013 and has held it in 3 quarters since. The position peaked at $67.9M in Q1 2021. 2,109 funds tracked by Wall St. Rank hold LOW as of Q2 2021.

  • Bel Air Investment Advisors held 322,730 shares of Lowe's Companies worth $62.6M as of Q2 2021.
  • Bel Air Investment Advisors sold 34,241 Lowe's Companies shares in Q2 2021, an estimated $6.7M.
  • Lowe's Companies made up 1.91% of Bel Air Investment Advisors's portfolio in Q2 2021, its #15 holding.
  • Bel Air Investment Advisors first reported a position in Lowe's Companies in Q3 2013 and has held it in 3 quarters since.
  • Bel Air Investment Advisors's Lowe's Companies position peaked at $67.9M in Q1 2021.
  • 2,109 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.