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Rikoon Group’s Lowe's Companies LOW Stock Holding History

Rikoon Group’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
2021
Q1 		$388K Buy
2,043
+73
+4% +$12.5K 0.1% 165
2020
Q4 		$316K Buy
1,970
+33
+2% +$5.36K 0.09% 182
2020
Q3 		$321K Sell
1,937
-20
-1% -$3.08K 0.1% 158
2020
Q2 		$264K Buy
+1,957
New +$223K 0.09% 178

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rikoon Group's LOW Position: Q1 2021 in Review

Rikoon Group increased its Lowe's Companies (LOW) stake by 3.7% in Q1 2021, buying an estimated $12.5K and bringing the position to 2,043 shares worth $388K. The position accounts for 0.1% of the portfolio, ranked #165.

Rikoon Group first reported a position in LOW in Q2 2020 and has held it in 4 quarters since. 2,080 funds tracked by Wall St. Rank hold LOW as of Q1 2021.

  • Rikoon Group held 2,043 shares of Lowe's Companies worth $388K as of Q1 2021.
  • Rikoon Group bought 73 Lowe's Companies shares in Q1 2021, an estimated $12.5K.
  • Lowe's Companies made up 0.1% of Rikoon Group's portfolio in Q1 2021, its #165 holding.
  • Rikoon Group first reported a position in Lowe's Companies in Q2 2020 and has held it in 4 quarters since.
  • 2,080 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.