Kaizen Advisory’s Lowe's Companies LOW Stock Holding History

Kaizen Advisory’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
2018 Q4	$206K	Buy	2,226 +266	+14%	+$25.6K	0.14%	158
2018 Q3	$225K	Hold	1,960	–	–	0.12%	157
2018 Q2	$187K	Buy	1,960 +1,157	+144%	+$105K	0.1%	164
2018 Q1	$70K	Hold	803	–	–	0.07%	156
2017 Q4	$75K	Buy	+803	New	+$66.4K	0.04%	159

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

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

Kaizen Advisory's LOW Position: Q4 2018 in Review

Kaizen Advisory increased its Lowe's Companies (LOW) stake by 14% in Q4 2018, buying an estimated $25.6K and bringing the position to 2,226 shares worth $206K. The position accounts for 0.14% of the portfolio, ranked #158.

Kaizen Advisory first reported a position in LOW in Q4 2017 and has held it in 5 quarters since. The position peaked at $225K in Q3 2018. 1,512 funds tracked by Wall St. Rank hold LOW as of Q4 2018.

Kaizen Advisory held 2,226 shares of Lowe's Companies worth $206K as of Q4 2018.
Kaizen Advisory bought 266 Lowe's Companies shares in Q4 2018, an estimated $25.6K.
Lowe's Companies made up 0.14% of Kaizen Advisory's portfolio in Q4 2018, its #158 holding.
Kaizen Advisory first reported a position in Lowe's Companies in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Lowe's Companies position peaked at $225K in Q3 2018.
1,512 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.