Mount Lucas Management’s Lowe's Companies LOW Stock Holding History

Mount Lucas Management’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
2022 Q2	–	Sell	-9,304	Closed	-$1.88M	–	120
2022 Q1	$1.88M	Sell	9,304 -794	-8%	-$183K	0.55%	61
2021 Q4	$2.61M	Sell	10,098 -365	-3%	-$86.8K	0.75%	60
2021 Q3	$2.12M	Sell	10,463 -771	-7%	-$154K	0.64%	61
2021 Q2	$2.18M	Buy	+11,234	New	+$2.2M	0.58%	59

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

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

Mount Lucas Management's LOW Position: Q2 2022 in Review

Mount Lucas Management sold out of Lowe's Companies (LOW) in Q2 2022, closing a stake of 9,304 shares — an estimated $1.88M sold.

Mount Lucas Management first reported a position in LOW in Q2 2021 and held it in 4 quarters. The position peaked at $2.61M in Q4 2021. 2,168 funds tracked by Wall St. Rank hold LOW as of Q2 2022.

Mount Lucas Management reported no remaining Lowe's Companies position as of Q2 2022 after selling out during the quarter.
Mount Lucas Management sold 9,304 Lowe's Companies shares in Q2 2022, an estimated $1.88M.
Mount Lucas Management first reported a position in Lowe's Companies in Q2 2021 and held it in 4 quarters.
Mount Lucas Management's Lowe's Companies position peaked at $2.61M in Q4 2021.
2,168 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2022.

Based on Mount Lucas Management's 13F filing for Q2 2022, filed 10 Aug 2022.