Liontrust Investment Partners’s Lowe's Companies LOW Stock Holding History

Liontrust Investment Partners’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 Q3	–	Sell	-38,272	Closed	-$8.64M	–	209
2023 Q2	$8.64M	Sell	38,272 -2,200	-5%	-$458K	0.12%	103
2023 Q1	$8.09M	Hold	40,472	–	–	0.12%	113
2022 Q4	$8.06M	Hold	40,472	–	–	0.14%	69
2022 Q3	$7.6M	Sell	40,472 -2,300	-5%	-$448K	0.12%	96
2022 Q2	$7.47M	Hold	42,772	–	–	0.11%	120
2022 Q1	$8.65M	Hold	42,772	–	–	0.11%	86
2021 Q4	$11.1M	Hold	42,772	–	–	0.13%	77
2021 Q3	$8.68M	Buy	+42,772	New	+$8.52M	0.12%	94
2020 Q4	$6.87M	Buy	+42,772	New	+$6.95M	0.14%	92

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Liontrust Investment Partners's LOW Position: Q3 2023 in Review

Liontrust Investment Partners sold out of Lowe's Companies (LOW) in Q3 2023, closing a stake of 38,272 shares — an estimated $8.64M sold.

Liontrust Investment Partners first reported a position in LOW in Q4 2020 and held it in 9 quarters. The position peaked at $11.1M in Q4 2021. 2,304 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

Liontrust Investment Partners reported no remaining Lowe's Companies position as of Q3 2023 after selling out during the quarter.
Liontrust Investment Partners sold 38,272 Lowe's Companies shares in Q3 2023, an estimated $8.64M.
Liontrust Investment Partners first reported a position in Lowe's Companies in Q4 2020 and held it in 9 quarters.
Liontrust Investment Partners's Lowe's Companies position peaked at $11.1M in Q4 2021.
2,304 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on Liontrust Investment Partners's 13F filing for Q3 2023, filed 9 Nov 2023.