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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
2013
Q3 		– Sell
-1,757
Closed -$2.81M – 119
2013
Q2 		$2.81M Buy
+1,757
New +$70.7K 0.14% 53

Other funds holding LOW

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $2.9T AUM 29.55% 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 $35.7B AUM 21.3% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B 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. 947 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.
  • 947 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.