JMH
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J.M. Hartwell’s Lowe's Companies LOW Stock Holding History

J.M. Hartwell’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
2017
Q3 		– Sell
-8,625
Closed -$669K – 85
2017
Q2 		$669K Sell
8,625
-1,450
-14% -$119K 0.14% 49
2017
Q1 		$828K Buy
10,075
+1,350
+15% +$103K 0.18% 38
2016
Q4 		$621K Sell
8,725
-74,400
-90% -$5.26M 0.15% 44
2016
Q3 		$6M Buy
83,125
+21,650
+35% +$1.68M 1.44% 18
2016
Q2 		$4.87M Buy
61,475
+39,700
+182% +$3.07M 1.24% 17
2016
Q1 		$1.65M Buy
21,775
+11,125
+104% +$785K 0.4% 24
2015
Q4 		$810K Buy
+10,650
New +$791K 0.19% 31
2015
Q3 		– Sell
-81,625
Closed -$5.47M – 110
2015
Q2 		$5.47M Sell
81,625
-54,400
-40% -$3.88M 1.17% 22
2015
Q1 		$10.1M Buy
136,025
+117,550
+636% +$8.43M 2.17% 19
2014
Q4 		$1.27M Buy
+18,475
New +$1.11M 0.3% 29

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

J.M. Hartwell's LOW Position: Q3 2017 in Review

J.M. Hartwell sold out of Lowe's Companies (LOW) in Q3 2017, closing a stake of 8,625 shares — an estimated $669K sold.

J.M. Hartwell first reported a position in LOW in Q4 2014 and held it in 10 quarters. The position peaked at $10.1M in Q1 2015. 1,280 funds tracked by Wall St. Rank hold LOW as of Q3 2017.

  • J.M. Hartwell reported no remaining Lowe's Companies position as of Q3 2017 after selling out during the quarter.
  • J.M. Hartwell sold 8,625 Lowe's Companies shares in Q3 2017, an estimated $669K.
  • J.M. Hartwell first reported a position in Lowe's Companies in Q4 2014 and held it in 10 quarters.
  • J.M. Hartwell's Lowe's Companies position peaked at $10.1M in Q1 2015.
  • 1,280 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2017.

Based on J.M. Hartwell's 13F filing for Q3 2017, filed 10 Oct 2017.