Duff & Phelps Investment Management’s Lowe's Companies LOW Stock Holding History

Duff & Phelps Investment Management’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
2024 Q3	–	Sell	-1,321	Closed	-$291K	–	198
2024 Q2	$291K	Sell	1,321 -5,334	-80%	-$1.22M	﹤0.01%	210
2024 Q1	$1.7M	Buy	6,655 +178	+3%	+$40.9K	0.02%	179
2023 Q4	$1.44M	Hold	6,477	–	–	0.02%	187
2023 Q3	$1.35M	Sell	6,477 -419	-6%	-$94.3K	0.02%	185
2023 Q2	$1.56M	Sell	6,896 -105	-1%	-$21.8K	0.02%	176
2023 Q1	$1.4M	Hold	7,001	–	–	0.02%	187
2022 Q4	$1.39M	Hold	7,001	–	–	0.02%	182
2022 Q3	$1.31M	Sell	7,001 -225	-3%	-$43.8K	0.02%	178
2022 Q2	$1.26M	Hold	7,226	–	–	0.02%	161
2022 Q1	$1.46M	Sell	7,226 -500	-6%	-$115K	0.02%	159
2021 Q4	$2M	Buy	7,726 +56	+0.7%	+$13.3K	0.02%	152
2021 Q3	$1.56M	Sell	7,670 -225	-3%	-$44.8K	0.02%	156
2021 Q2	$1.53M	Sell	7,895 -660	-8%	-$129K	0.02%	163
2021 Q1	$1.63M	Sell	8,555 -305	-3%	-$52.3K	0.02%	162
2020 Q4	$1.42M	Hold	8,860	–	–	0.02%	166
2020 Q3	$1.47M	Hold	8,860	–	–	0.02%	158
2020 Q2	$1.2M	Buy	8,860 +160	+2%	+$18.3K	0.02%	166
2020 Q1	$749K	Hold	8,700	–	–	0.01%	179
2019 Q4	$1.04M	Hold	8,700	–	–	0.01%	183
2019 Q3	$957K	Hold	8,700	–	–	0.01%	180
2019 Q2	$878K	Hold	8,700	–	–	0.01%	205
2019 Q1	$952K	Hold	8,700	–	–	0.01%	195
2018 Q4	$804K	Hold	8,700	–	–	0.01%	196
2018 Q3	$999K	Sell	8,700 -270	-3%	-$28.1K	0.02%	196
2018 Q2	$857K	Sell	8,970 -170	-2%	-$15.4K	0.01%	207
2018 Q1	$802K	Sell	9,140 -270	-3%	-$25.6K	0.01%	208
2017 Q4	$875K	Sell	9,410 -220	-2%	-$18.2K	0.01%	214
2017 Q3	$770K	Sell	9,630 -270	-3%	-$20.7K	0.01%	224
2017 Q2	$768K	Sell	9,900 -680	-6%	-$55.6K	0.01%	223
2017 Q1	$870K	Sell	10,580 -210	-2%	-$16.1K	0.01%	223
2016 Q4	$767K	Sell	10,790 -560	-5%	-$39.6K	0.01%	230
2016 Q3	$820K	Sell	11,350 -510	-4%	-$39.7K	0.01%	222
2016 Q2	$939K	Sell	11,860 -340	-3%	-$26.3K	0.01%	196
2016 Q1	$924K	Sell	12,200 -3,070	-20%	-$217K	0.01%	193
2015 Q4	$1.16M	Sell	15,270 -680	-4%	-$50.5K	0.02%	194
2015 Q3	$1.1M	Sell	15,950 -1,540	-9%	-$106K	0.02%	195
2015 Q2	$1.17M	Hold	17,490	–	–	0.02%	201
2015 Q1	$1.3M	Sell	17,490 -1,040	-6%	-$74.6K	0.02%	190
2014 Q4	$1.27M	Sell	18,530 -1,270	-6%	-$76K	0.02%	194
2014 Q3	$1.05M	Sell	19,800 -1,120	-5%	-$56.6K	0.01%	208
2014 Q2	$1M	Sell	20,920 -800	-4%	-$37.3K	0.02%	198
2014 Q1	$1.06M	Sell	21,720 -260	-1%	-$12.5K	0.02%	187
2013 Q4	$1.09M	Buy	21,980 +390	+2%	+$18.9K	0.02%	187
2013 Q3	$1.03M	Sell	21,590 -640	-3%	-$29K	0.02%	202
2013 Q2	$909K	Buy	+22,230	New	+$895K	0.02%	201

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Duff & Phelps Investment Management's LOW Position: Q3 2024 in Review

Duff & Phelps Investment Management sold out of Lowe's Companies (LOW) in Q3 2024, closing a stake of 1,321 shares — an estimated $291K sold.

Duff & Phelps Investment Management first reported a position in LOW in Q2 2013 and held it in 45 quarters. The position peaked at $2M in Q4 2021. 2,546 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

Duff & Phelps Investment Management reported no remaining Lowe's Companies position as of Q3 2024 after selling out during the quarter.
Duff & Phelps Investment Management sold 1,321 Lowe's Companies shares in Q3 2024, an estimated $291K.
Duff & Phelps Investment Management first reported a position in Lowe's Companies in Q2 2013 and held it in 45 quarters.
Duff & Phelps Investment Management's Lowe's Companies position peaked at $2M in Q4 2021.
2,546 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on Duff & Phelps Investment Management's 13F filing for Q3 2024, filed 15 Nov 2024.