Caerus Investors’s Lowe's Companies LOW Stock Holding History

Caerus Investors’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
2018 Q3	–	Sell	-24,077	Closed	-$2.3M	–	39
2018 Q2	$2.3M	Buy	+24,077	New	+$2.18M	1.36%	25
2018 Q1	–	Sell	-16,500	Closed	-$1.53M	–	37
2017 Q4	$1.53M	Buy	+16,500	New	+$1.36M	1.12%	27

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Caerus Investors's LOW Position: Q3 2018 in Review

Caerus Investors sold out of Lowe's Companies (LOW) in Q3 2018, closing a stake of 24,077 shares — an estimated $2.3M sold.

Caerus Investors first reported a position in LOW in Q4 2017 and held it in 2 quarters. The position peaked at $2.3M in Q2 2018. 1,520 funds tracked by Wall St. Rank hold LOW as of Q3 2018.

Caerus Investors reported no remaining Lowe's Companies position as of Q3 2018 after selling out during the quarter.
Caerus Investors sold 24,077 Lowe's Companies shares in Q3 2018, an estimated $2.3M.
Caerus Investors first reported a position in Lowe's Companies in Q4 2017 and held it in 2 quarters.
Caerus Investors's Lowe's Companies position peaked at $2.3M in Q2 2018.
1,520 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2018.

Based on Caerus Investors's 13F filing for Q3 2018, filed 14 Nov 2018.