Hirtle Callaghan & Co’s Lowe's Companies LOW Stock Holding History

Hirtle Callaghan & Co’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
2025 Q1	–	Sell	-985	Closed	-$243K	–	116
2024 Q4	$243K	Buy	+985	New	+$263K	0.01%	109
2015 Q1	–	Sell	-7,039	Closed	-$484K	–	217
2014 Q4	$484K	Hold	7,039	–	–	0.11%	117
2014 Q3	$373K	Sell	7,039 -10	-0.1%	-$505	0.06%	137
2014 Q2	$338K	Buy	7,049 +9	+0.1%	+$420	0.05%	186
2014 Q1	$344K	Hold	7,040	–	–	0.06%	168
2013 Q4	$349K	Hold	7,040	–	–	0.05%	173
2013 Q3	$335K	Buy	+7,040	New	+$320K	0.05%	176

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

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

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

Norges Bank Oslo, Norway $935B AUM

Hirtle Callaghan & Co's LOW Position: Q1 2025 in Review

Hirtle Callaghan & Co sold out of Lowe's Companies (LOW) in Q1 2025, closing a stake of 985 shares — an estimated $243K sold.

Hirtle Callaghan & Co first reported a position in LOW in Q3 2013 and held it in 7 quarters. The position peaked at $484K in Q4 2014. 2,642 funds tracked by Wall St. Rank hold LOW as of Q1 2025.

Hirtle Callaghan & Co reported no remaining Lowe's Companies position as of Q1 2025 after selling out during the quarter.
Hirtle Callaghan & Co sold 985 Lowe's Companies shares in Q1 2025, an estimated $243K.
Hirtle Callaghan & Co first reported a position in Lowe's Companies in Q3 2013 and held it in 7 quarters.
Hirtle Callaghan & Co's Lowe's Companies position peaked at $484K in Q4 2014.
2,642 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2025.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2025, filed 12 May 2025.