Richard Bernstein Advisors’s Lowe's Companies LOW Stock Holding History

Richard Bernstein Advisors’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	-17,721	Closed	-$3.58M	–	257
2022 Q1	$3.58M	Buy	17,721 +7,649	+76%	+$1.76M	0.07%	141
2021 Q4	$2.6M	Hold	10,072	–	–	0.05%	185
2021 Q3	$2.04M	Buy	10,072 +1,884	+23%	+$375K	0.04%	206
2021 Q2	$1.59M	Hold	8,188	–	–	0.03%	222
2021 Q1	$1.56M	Hold	8,188	–	–	0.04%	222
2020 Q4	$1.31M	Hold	8,188	–	–	0.03%	222
2020 Q3	$1.36M	Hold	8,188	–	–	0.04%	187
2020 Q2	$1.11M	Hold	8,188	–	–	0.03%	198
2020 Q1	$704K	Sell	8,188 -12,863	-61%	-$1.41M	0.03%	175
2019 Q4	$2.52M	Sell	21,051 -9,958	-32%	-$1.14M	0.08%	160
2019 Q3	$3.41M	Sell	31,009 -5,978	-16%	-$631K	0.11%	138
2019 Q2	$3.73M	Sell	36,987 -9,815	-21%	-$1.04M	0.12%	128
2019 Q1	$5.12M	Hold	46,802	–	–	0.17%	99
2018 Q4	$4.32M	Hold	46,802	–	–	0.16%	111
2018 Q3	$5.37M	Hold	46,802	–	–	0.15%	116
2018 Q2	$4.47M	Buy	46,802 +2,705	+6%	+$245K	0.14%	130
2018 Q1	$3.87M	Hold	44,097	–	–	0.14%	150
2017 Q4	$4.1M	Buy	44,097 +5,483	+14%	+$453K	0.18%	120
2017 Q3	$3.09M	Hold	38,614	–	–	0.21%	137
2017 Q2	$2.99M	Sell	38,614 -28,004	-42%	-$2.29M	0.23%	133
2017 Q1	$5.48M	Hold	66,618	–	–	0.42%	74
2016 Q4	$4.74M	Hold	66,618	–	–	0.4%	85
2016 Q3	$4.81M	Hold	66,618	–	–	0.46%	67
2016 Q2	$5.27M	Hold	66,618	–	–	0.5%	43
2016 Q1	$5.05M	Buy	66,618 +3,764	+6%	+$266K	0.5%	46
2015 Q4	$4.78M	Hold	62,854	–	–	0.61%	59
2015 Q3	$4.33M	Hold	62,854	–	–	0.59%	59
2015 Q2	$4.21M	Buy	+62,854	New	+$4.48M	0.51%	76

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

Richard Bernstein Advisors's LOW Position: Q2 2022 in Review

Richard Bernstein Advisors sold out of Lowe's Companies (LOW) in Q2 2022, closing a stake of 17,721 shares — an estimated $3.58M sold.

Richard Bernstein Advisors first reported a position in LOW in Q2 2015 and held it in 28 quarters. The position peaked at $5.48M in Q1 2017. 2,167 funds tracked by Wall St. Rank hold LOW as of Q2 2022.

Richard Bernstein Advisors reported no remaining Lowe's Companies position as of Q2 2022 after selling out during the quarter.
Richard Bernstein Advisors sold 17,721 Lowe's Companies shares in Q2 2022, an estimated $3.58M.
Richard Bernstein Advisors first reported a position in Lowe's Companies in Q2 2015 and held it in 28 quarters.
Richard Bernstein Advisors's Lowe's Companies position peaked at $5.48M in Q1 2017.
2,167 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2022.

Based on Richard Bernstein Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.