KIG
LOW icon

Kovitz Investment Group’s Lowe's Companies LOW Stock Holding History

Kovitz Investment Group’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
2014
Q2 		– Sell
-1,088,637
Closed -$41.3M – 119
2014
Q1 		$41.3M Buy
1,088,637
+913,187
+520% +$44.1M 2.12% 20
2013
Q4 		$8.69M Sell
175,450
-7,855
-4% -$382K 0.4% 38
2013
Q3 		$8.73M Sell
183,305
-1,662,914
-90% -$75.5M 0.42% 39
2013
Q2 		$75.5M Buy
+1,846,219
New +$74.3M 3.87% 3

Other funds holding LOW

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kovitz Investment Group's LOW Position: Q2 2014 in Review

Kovitz Investment Group sold out of Lowe's Companies (LOW) in Q2 2014, closing a stake of 1,088,637 shares — an estimated $41.3M sold.

Kovitz Investment Group first reported a position in LOW in Q2 2013 and held it in 4 quarters. The position peaked at $75.5M in Q2 2013. 949 funds tracked by Wall St. Rank hold LOW as of Q2 2014.

  • Kovitz Investment Group reported no remaining Lowe's Companies position as of Q2 2014 after selling out during the quarter.
  • Kovitz Investment Group sold 1,088,637 Lowe's Companies shares in Q2 2014, an estimated $41.3M.
  • Kovitz Investment Group first reported a position in Lowe's Companies in Q2 2013 and held it in 4 quarters.
  • Kovitz Investment Group's Lowe's Companies position peaked at $75.5M in Q2 2013.
  • 949 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2014.

Based on Kovitz Investment Group's 13F filing for Q2 2014, filed 14 Aug 2014.