Inverness Counsel’s Lowe's Companies LOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$500K Sell
2,661
-1,000
-27% -$195K 0.03% 126
2022
Q2
$639K Buy
+3,661
New +$706K 0.04% 101

Other funds holding LOW

Inverness Counsel's LOW Position: Q3 2022 in Review

Inverness Counsel reduced its Lowe's Companies (LOW) stake by 27% in Q3 2022, selling an estimated $195K and leaving 2,661 shares worth $500K. The position accounts for 0.03% of the portfolio, ranked #126.

Inverness Counsel first reported a position in LOW in Q2 2022 and has held it in 2 quarters since. The position peaked at $639K in Q2 2022. 2,173 funds tracked by Wall St. Rank hold LOW as of Q3 2022.

  • Inverness Counsel held 2,661 shares of Lowe's Companies worth $500K as of Q3 2022.
  • Inverness Counsel sold 1,000 Lowe's Companies shares in Q3 2022, an estimated $195K.
  • Lowe's Companies made up 0.03% of Inverness Counsel's portfolio in Q3 2022, its #126 holding.
  • Inverness Counsel first reported a position in Lowe's Companies in Q2 2022 and has held it in 2 quarters since.
  • Inverness Counsel's Lowe's Companies position peaked at $639K in Q2 2022.
  • 2,173 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2022.

Based on Inverness Counsel's 13F filing for Q3 2022, filed 26 Oct 2022.