James Investment Research’s Lowe's Companies LOW Stock Holding History

James Investment Research’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
2023 Q1	–	Sell	-13	Closed	-$3K	–	614
2022 Q4	$3K	Hold	13	–	–	﹤0.01%	511
2022 Q3	$2K	Hold	13	–	–	﹤0.01%	499
2022 Q2	$2K	Hold	13	–	–	﹤0.01%	486
2022 Q1	$3K	Sell	13 -332	-96%	-$76.4K	﹤0.01%	471
2021 Q4	$89K	Buy	345 +328	+1,929%	+$78K	0.01%	340
2021 Q3	$3K	Hold	17	–	–	﹤0.01%	464
2021 Q2	$3K	Hold	17	–	–	﹤0.01%	476
2021 Q1	$3K	Buy	+17	New	+$2.92K	﹤0.01%	455
2018 Q2	–	Sell	-18,970	Closed	-$1.67M	–	831
2018 Q1	$1.67M	Buy	+18,970	New	+$1.8M	0.06%	412
2017 Q1	–	Sell	-800	Closed	-$57K	–	680
2016 Q4	$57K	Hold	800	–	–	﹤0.01%	406
2016 Q3	$58K	Sell	800 -1,604	-67%	-$125K	﹤0.01%	399
2016 Q2	$190K	Hold	2,404	–	–	﹤0.01%	301
2016 Q1	$183K	Hold	2,404	–	–	﹤0.01%	283
2015 Q4	$183K	Buy	2,404 +1,604	+201%	+$119K	﹤0.01%	293
2015 Q3	$55K	Hold	800	–	–	﹤0.01%	341
2015 Q2	$54K	Hold	800	–	–	﹤0.01%	356
2015 Q1	$60K	Hold	800	–	–	﹤0.01%	366
2014 Q4	$55K	Hold	800	–	–	﹤0.01%	376
2014 Q3	$42K	Sell	800 -85	-10%	-$4.29K	﹤0.01%	393
2014 Q2	$42K	Sell	885 -100	-10%	-$4.66K	﹤0.01%	384
2014 Q1	$48K	Buy	985 +800	+432%	+$38.6K	﹤0.01%	378
2013 Q4	$9K	Hold	185	–	–	﹤0.01%	496
2013 Q3	$9K	Hold	185	–	–	﹤0.01%	496
2013 Q2	$8K	Buy	+185	New	+$7.45K	﹤0.01%	491

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 $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

James Investment Research's LOW Position: Q1 2023 in Review

James Investment Research sold out of Lowe's Companies (LOW) in Q1 2023, closing a stake of 13 shares — an estimated $3K sold.

James Investment Research first reported a position in LOW in Q2 2013 and held it in 24 quarters. The position peaked at $1.67M in Q1 2018. 2,298 funds tracked by Wall St. Rank hold LOW as of Q1 2023.

James Investment Research reported no remaining Lowe's Companies position as of Q1 2023 after selling out during the quarter.
James Investment Research sold 13 Lowe's Companies shares in Q1 2023, an estimated $3K.
James Investment Research first reported a position in Lowe's Companies in Q2 2013 and held it in 24 quarters.
James Investment Research's Lowe's Companies position peaked at $1.67M in Q1 2018.
2,298 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2023.

Based on James Investment Research's 13F filing for Q1 2023, filed 26 Apr 2023.