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Wright Investors Service’s Lowe's Companies LOW Stock Holding History

Wright Investors Service’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
2023
Q4 		– Sell
-3,592
Closed -$747K – 150
2023
Q3 		$747K Sell
3,592
-1,471
-29% -$331K 0.22% 107
2023
Q2 		$1.14M Buy
5,063
+1,720
+51% +$358K 0.32% 92
2023
Q1 		$669K Sell
3,343
-6,331
-65% -$1.29M 0.19% 122
2022
Q4 		$1.93M Buy
9,674
+5,221
+117% +$1.04M 0.55% 69
2022
Q3 		$836K Sell
4,453
-8,531
-66% -$1.66M 0.26% 99
2022
Q2 		$2.27M Buy
12,984
+195
+2% +$37.6K 0.65% 55
2022
Q1 		$2.59M Sell
12,789
-1,316
-9% -$303K 0.64% 54
2021
Q4 		$3.65M Buy
14,105
+389
+3% +$92.5K 0.92% 33
2021
Q3 		$2.78M Buy
13,716
+3,958
+41% +$789K 0.79% 38
2021
Q2 		$1.89M Sell
9,758
-3,009
-24% -$589K 0.51% 68
2021
Q1 		$2.43M Sell
12,767
-3,655
-22% -$627K 0.74% 46
2020
Q4 		$2.64M Sell
16,422
-4,651
-22% -$755K 0.91% 35
2020
Q3 		$3.5M Buy
+21,073
New +$3.25M 1.24% 20
2017
Q2 		– Sell
-12,935
Closed -$1.06M – 240
2017
Q1 		$1.06M Buy
12,935
+855
+7% +$65.4K 0.43% 66
2016
Q4 		$859K Sell
12,080
-475
-4% -$33.6K 0.37% 85
2016
Q3 		$907K Sell
12,555
-6,070
-33% -$472K 0.38% 86
2016
Q2 		$1.48M Hold
18,625
– – 0.61% 56
2016
Q1 		$1.41M Buy
18,625
+6,692
+56% +$472K 0.56% 62
2015
Q4 		$907K Buy
11,933
+4
+0% +$297 0.33% 102
2015
Q3 		$822K Buy
+11,929
New +$820K 0.37% 93
2015
Q2 		– Sell
-2,728
Closed -$203K – 213
2015
Q1 		$203K Buy
+2,728
New +$196K 0.1% 205
2014
Q2 		– Sell
-9,006
Closed -$440K – 226
2014
Q1 		$440K Buy
9,006
+4,015
+80% +$194K 0.2% 156
2013
Q4 		$247K Buy
+4,991
New +$243K 0.11% 197

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wright Investors Service's LOW Position: Q4 2023 in Review

Wright Investors Service sold out of Lowe's Companies (LOW) in Q4 2023, closing a stake of 3,592 shares — an estimated $747K sold.

Wright Investors Service first reported a position in LOW in Q4 2013 and held it in 23 quarters. The position peaked at $3.65M in Q4 2021. 2,456 funds tracked by Wall St. Rank hold LOW as of Q4 2023.

  • Wright Investors Service reported no remaining Lowe's Companies position as of Q4 2023 after selling out during the quarter.
  • Wright Investors Service sold 3,592 Lowe's Companies shares in Q4 2023, an estimated $747K.
  • Wright Investors Service first reported a position in Lowe's Companies in Q4 2013 and held it in 23 quarters.
  • Wright Investors Service's Lowe's Companies position peaked at $3.65M in Q4 2021.
  • 2,456 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.

Based on Wright Investors Service's 13F filing for Q4 2023, filed 31 Jan 2024.