New England Research & Management’s Lowe's Companies LOW Stock Holding History

New England Research & 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
2024 Q4	–	Sell	-1,075	Closed	-$291K	–	166
2024 Q3	$291K	Buy	1,075 +25	+2%	+$6.05K	0.14%	137
2024 Q2	$231K	Buy	+1,050	New	+$240K	0.11%	157
2023 Q2	–	Sell	-5,225	Closed	-$1.04M	–	152
2023 Q1	$1.04M	Buy	+5,225	New	+$1.06M	0.61%	60
2021 Q2	–	Sell	-2,050	Closed	-$390K	–	184
2021 Q1	$390K	Sell	2,050 -9,775	-83%	-$1.68M	0.21%	120
2020 Q4	$1.9M	Buy	+11,825	New	+$1.92M	1.17%	24
2017 Q3	–	Sell	-11,000	Closed	-$853K	–	169
2017 Q2	$853K	Buy	+11,000	New	+$899K	0.63%	58
2017 Q1	–	Sell	-6,650	Closed	-$473K	–	178
2016 Q4	$473K	Buy	+6,650	New	+$470K	0.37%	93
2015 Q3	–	Sell	-4,851	Closed	-$325K	–	181
2015 Q2	$325K	Buy	+4,851	New	+$346K	0.27%	124

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Norges Bank Oslo, Norway $935B AUM

New England Research & Management's LOW Position: Q4 2024 in Review

New England Research & Management sold out of Lowe's Companies (LOW) in Q4 2024, closing a stake of 1,075 shares — an estimated $291K sold.

New England Research & Management first reported a position in LOW in Q2 2015 and held it in 8 quarters. The position peaked at $1.9M in Q4 2020. 2,708 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

New England Research & Management reported no remaining Lowe's Companies position as of Q4 2024 after selling out during the quarter.
New England Research & Management sold 1,075 Lowe's Companies shares in Q4 2024, an estimated $291K.
New England Research & Management first reported a position in Lowe's Companies in Q2 2015 and held it in 8 quarters.
New England Research & Management's Lowe's Companies position peaked at $1.9M in Q4 2020.
2,708 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on New England Research & Management's 13F filing for Q4 2024, filed 23 Jan 2025.