Essex Investment Management’s Lowe's Companies LOW Stock Holding History

Essex 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
2021 Q4	–	Sell	-8,106	Closed	-$1.64M	–	417
2021 Q3	$1.64M	Sell	8,106 -293	-3%	-$58.4K	0.2%	167
2021 Q2	$1.63M	Sell	8,399 -288	-3%	-$56.4K	0.19%	180
2021 Q1	$1.65M	Sell	8,687 -363	-4%	-$62.3K	0.2%	171
2020 Q4	$1.45M	Sell	9,050 -618	-6%	-$100K	0.18%	178
2020 Q3	$1.6M	Buy	+9,668	New	+$1.49M	0.23%	139
2017 Q3	–	Sell	-24,901	Closed	-$1.93M	–	373
2017 Q2	$1.93M	Sell	24,901 -980	-4%	-$80.1K	0.28%	120
2017 Q1	$2.13M	Buy	25,881 +12,545	+94%	+$960K	0.33%	81
2016 Q4	$948K	Buy	+13,336	New	+$944K	0.16%	168
2013 Q4	–	Sell	-34,463	Closed	-$1.64M	–	373
2013 Q3	$1.64M	Hold	34,463	–	–	0.25%	116
2013 Q2	$1.41M	Buy	+34,463	New	+$1.39M	0.25%	114

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Essex Investment Management's LOW Position: Q4 2021 in Review

Essex Investment Management sold out of Lowe's Companies (LOW) in Q4 2021, closing a stake of 8,106 shares — an estimated $1.64M sold.

Essex Investment Management first reported a position in LOW in Q2 2013 and held it in 10 quarters. The position peaked at $2.13M in Q1 2017. 2,411 funds tracked by Wall St. Rank hold LOW as of Q4 2021.

Essex Investment Management reported no remaining Lowe's Companies position as of Q4 2021 after selling out during the quarter.
Essex Investment Management sold 8,106 Lowe's Companies shares in Q4 2021, an estimated $1.64M.
Essex Investment Management first reported a position in Lowe's Companies in Q2 2013 and held it in 10 quarters.
Essex Investment Management's Lowe's Companies position peaked at $2.13M in Q1 2017.
2,411 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2021.

Based on Essex Investment Management's 13F filing for Q4 2021, filed 10 Feb 2022.