WIL
LOW icon

Winifred I. Li’s Lowe's Companies LOW Stock Holding History

Winifred I. Li’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
2014
Q4 		$199K Sell
2,889
-1,619
-36% -$96.9K 0.19% 114
2014
Q3 		$239K Sell
4,508
-6,944
-61% -$351K 0.23% 98
2014
Q2 		$550K Sell
11,452
-789
-6% -$36.8K 0.47% 72
2014
Q1 		$599K Sell
12,241
-617
-5% -$29.8K 0.52% 65
2013
Q4 		$637K Sell
12,858
-4
-0% -$194 0.55% 63
2013
Q3 		$612K Sell
12,862
-1,093
-8% -$49.6K 0.57% 61
2013
Q2 		$571K Buy
+13,955
New +$562K 0.53% 63

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Winifred I. Li's LOW Position: Q4 2014 in Review

Winifred I. Li reduced its Lowe's Companies (LOW) stake by 36% in Q4 2014, selling an estimated $96.9K and leaving 2,889 shares worth $199K. The position accounts for 0.19% of the portfolio, ranked #114.

Winifred I. Li first reported a position in LOW in Q2 2013 and has held it in 7 quarters since. The position peaked at $637K in Q4 2013. 1,040 funds tracked by Wall St. Rank hold LOW as of Q4 2014.

  • Winifred I. Li held 2,889 shares of Lowe's Companies worth $199K as of Q4 2014.
  • Winifred I. Li sold 1,619 Lowe's Companies shares in Q4 2014, an estimated $96.9K.
  • Lowe's Companies made up 0.19% of Winifred I. Li's portfolio in Q4 2014, its #114 holding.
  • Winifred I. Li first reported a position in Lowe's Companies in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Lowe's Companies position peaked at $637K in Q4 2013.
  • 1,040 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.