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Eagle Ridge Investment Management’s Lowe's Companies LOW Stock Holding History

Eagle Ridge 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
Q4 		$3.9M Sell
15,791
-6
-0% -$1.6K 0.34% 50
2024
Q3 		$4.28M Hold
15,797
– – 0.38% 48
2024
Q2 		$3.48M Hold
15,797
– – 0.32% 53
2024
Q1 		$4.02M Hold
15,797
– – 0.37% 52
2023
Q4 		$3.52M Sell
15,797
-3,984
-20% -$808K 0.34% 53
2023
Q3 		$4.11M Hold
19,781
– – 0.45% 52
2023
Q2 		$4.46M Sell
19,781
-98
-0.5% -$20.4K 0.47% 53
2023
Q1 		$3.98M Sell
19,879
-2
-0% -$406 0.45% 53
2022
Q4 		$3.96M Sell
19,881
-23
-0.1% -$4.6K 0.46% 56
2022
Q3 		$3.74M Hold
19,904
– – 0.47% 58
2022
Q2 		$3.48M Buy
19,904
+420
+2% +$81K 0.42% 58
2022
Q1 		$3.94M Sell
19,484
-10,272
-35% -$2.36M 0.42% 56
2021
Q4 		$7.69M Sell
29,756
-31,600
-52% -$7.51M 0.8% 54
2021
Q3 		$12.4M Buy
61,356
+55,329
+918% +$11M 1.39% 26
2021
Q2 		$1.17M Hold
6,027
– – 0.14% 71
2021
Q1 		$1.15M Sell
6,027
-60
-1% -$10.3K 0.14% 72
2020
Q4 		$977K Buy
6,087
+234
+4% +$38K 0.12% 75
2020
Q3 		$971K Buy
5,853
+100
+2% +$15.4K 0.14% 72
2020
Q2 		$777K Hold
5,753
– – 0.12% 72
2020
Q1 		$495K Hold
5,753
– – 0.09% 84
2019
Q4 		$689K Hold
5,753
– – 0.09% 87
2019
Q3 		$633K Sell
5,753
-89
-2% -$9.39K 0.09% 91
2019
Q2 		$590K Hold
5,842
– – 0.09% 93
2019
Q1 		$640K Hold
5,842
– – 0.09% 89
2018
Q4 		$540K Hold
5,842
– – 0.09% 93
2018
Q3 		$671K Sell
5,842
-99
-2% -$10.3K 0.1% 94
2018
Q2 		$568K Hold
5,941
– – 0.09% 101
2018
Q1 		$521K Sell
5,941
-75
-1% -$7.1K 0.08% 108
2017
Q4 		$559K Hold
6,016
– – 0.09% 107
2017
Q3 		$481K Buy
+6,016
New +$461K 0.08% 109

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Eagle Ridge Investment Management's LOW Position: Q4 2024 in Review

Eagle Ridge Investment Management reduced its Lowe's Companies (LOW) stake by 0.04% in Q4 2024, selling an estimated $1.6K and leaving 15,791 shares worth $3.9M. The position accounts for 0.34% of the portfolio, ranked #50.

Eagle Ridge Investment Management first reported a position in LOW in Q3 2017 and has held it in 30 quarters since. The position peaked at $12.4M in Q3 2021. 2,707 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

  • Eagle Ridge Investment Management held 15,791 shares of Lowe's Companies worth $3.9M as of Q4 2024.
  • Eagle Ridge Investment Management sold 6 Lowe's Companies shares in Q4 2024, an estimated $1.6K.
  • Lowe's Companies made up 0.34% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #50 holding.
  • Eagle Ridge Investment Management first reported a position in Lowe's Companies in Q3 2017 and has held it in 30 quarters since.
  • Eagle Ridge Investment Management's Lowe's Companies position peaked at $12.4M in Q3 2021.
  • 2,707 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.