Michael J. Puzo’s Lowe's Companies LOW Stock Holding History

Michael J. Puzo’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
2015 Q4	–	Sell	-760	Closed	-$52K	–	96
2015 Q3	$52K	Hold	760	–	–	0.04%	99
2015 Q2	$51K	Hold	760	–	–	0.03%	106
2015 Q1	$57K	Buy	+760	New	+$54.5K	0.04%	111

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Michael J. Puzo's LOW Position: Q4 2015 in Review

Michael J. Puzo sold out of Lowe's Companies (LOW) in Q4 2015, closing a stake of 760 shares — an estimated $52K sold.

Michael J. Puzo first reported a position in LOW in Q1 2015 and held it in 3 quarters. The position peaked at $57K in Q1 2015. 1,174 funds tracked by Wall St. Rank hold LOW as of Q4 2015.

Michael J. Puzo reported no remaining Lowe's Companies position as of Q4 2015 after selling out during the quarter.
Michael J. Puzo sold 760 Lowe's Companies shares in Q4 2015, an estimated $52K.
Michael J. Puzo first reported a position in Lowe's Companies in Q1 2015 and held it in 3 quarters.
Michael J. Puzo's Lowe's Companies position peaked at $57K in Q1 2015.
1,174 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2015.

Based on Michael J. Puzo's 13F filing for Q4 2015, filed 12 Feb 2016.