New Capital Management’s Lowe's Companies LOW Stock Holding History

New Capital 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
2020 Q1	–	Sell	-148	Closed	-$18K	–	123
2019 Q4	$18K	Hold	148	–	–	0.03%	94
2019 Q3	$16K	Hold	148	–	–	0.01%	94
2019 Q2	$15K	Hold	148	–	–	0.03%	96
2019 Q1	$16K	Hold	148	–	–	0.05%	95
2018 Q4	$14K	Sell	148 -100	-40%	-$9.64K	0.03%	90
2018 Q3	$28K	Hold	248	–	–	0.05%	82
2018 Q2	$24K	Hold	248	–	–	0.04%	89
2018 Q1	$22K	Sell	248 -125	-34%	-$11.8K	0.06%	96
2017 Q4	$35K	Buy	373 +1	+0.3%	+$83	0.04%	82
2017 Q3	$30K	Buy	372 +146	+65%	+$11.2K	0.05%	88
2017 Q2	$19K	Hold	226	–	–	0.03%	109
2017 Q1	$19K	Sell	226 -30	-12%	-$2.3K	0.03%	108
2016 Q4	$16K	Buy	+256	New	+$18.1K	0.02%	110

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New Capital Management's LOW Position: Q1 2020 in Review

New Capital Management sold out of Lowe's Companies (LOW) in Q1 2020, closing a stake of 148 shares — an estimated $18K sold.

New Capital Management first reported a position in LOW in Q4 2016 and held it in 13 quarters. The position peaked at $35K in Q4 2017. 1,612 funds tracked by Wall St. Rank hold LOW as of Q1 2020.

New Capital Management reported no remaining Lowe's Companies position as of Q1 2020 after selling out during the quarter.
New Capital Management sold 148 Lowe's Companies shares in Q1 2020, an estimated $18K.
New Capital Management first reported a position in Lowe's Companies in Q4 2016 and held it in 13 quarters.
New Capital Management's Lowe's Companies position peaked at $35K in Q4 2017.
1,612 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2020.

Based on New Capital Management's 13F filing for Q1 2020, filed 17 Apr 2020.