Yorktown Management & Research Company’s Lowe's Companies LOW Stock Holding History

Yorktown Management & Research Company’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
2020 Q4	–	Sell	-3,000	Closed	-$498K	–	241
2020 Q3	$498K	Hold	3,000	–	–	0.47%	54
2020 Q2	$405K	Hold	3,000	–	–	0.36%	70
2020 Q1	$258K	Buy	+3,000	New	+$328K	0.26%	153
2019 Q2	–	Sell	-7,900	Closed	-$865K	–	335
2019 Q1	$865K	Sell	7,900 -8,700	-52%	-$868K	0.28%	88
2018 Q4	$1.53M	Hold	16,600	–	–	0.51%	50
2018 Q3	$1.91M	Hold	16,600	–	–	0.56%	44
2018 Q2	$1.59M	Hold	16,600	–	–	0.46%	52
2018 Q1	$1.46M	Hold	16,600	–	–	0.43%	54
2017 Q4	$1.54M	Buy	16,600 +13,000	+361%	+$1.07M	0.45%	51
2017 Q3	$288K	Hold	3,600	–	–	0.08%	269
2017 Q2	$279K	Hold	3,600	–	–	0.09%	183
2017 Q1	$296K	Hold	3,600	–	–	0.08%	169
2016 Q4	$256K	Hold	3,600	–	–	0.06%	232
2016 Q3	$260K	Hold	3,600	–	–	0.06%	199
2016 Q2	$285K	Hold	3,600	–	–	0.06%	185
2016 Q1	$273K	Hold	3,600	–	–	0.05%	247
2015 Q4	$274K	Hold	3,600	–	–	0.05%	280
2015 Q3	$248K	Hold	3,600	–	–	0.04%	335
2015 Q2	$241K	Hold	3,600	–	–	0.04%	377
2015 Q1	$268K	Sell	3,600 -2,400	-40%	-$172K	0.05%	288
2014 Q4	$413K	Hold	6,000	–	–	0.09%	110
2014 Q3	$318K	Hold	6,000	–	–	0.06%	145
2014 Q2	$288K	Hold	6,000	–	–	0.05%	237
2014 Q1	$293K	Hold	6,000	–	–	0.06%	205
2013 Q4	$297K	Hold	6,000	–	–	0.06%	186
2013 Q3	$286K	Hold	6,000	–	–	0.06%	182
2013 Q2	$245K	Buy	+6,000	New	+$241K	0.05%	209

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

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 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Yorktown Management & Research Company's LOW Position: Q4 2020 in Review

Yorktown Management & Research Company sold out of Lowe's Companies (LOW) in Q4 2020, closing a stake of 3,000 shares — an estimated $498K sold.

Yorktown Management & Research Company first reported a position in LOW in Q2 2013 and held it in 27 quarters. The position peaked at $1.91M in Q3 2018. 2,024 funds tracked by Wall St. Rank hold LOW as of Q4 2020.

Yorktown Management & Research Company reported no remaining Lowe's Companies position as of Q4 2020 after selling out during the quarter.
Yorktown Management & Research Company sold 3,000 Lowe's Companies shares in Q4 2020, an estimated $498K.
Yorktown Management & Research Company first reported a position in Lowe's Companies in Q2 2013 and held it in 27 quarters.
Yorktown Management & Research Company's Lowe's Companies position peaked at $1.91M in Q3 2018.
2,024 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2020.

Based on Yorktown Management & Research Company's 13F filing for Q4 2020, filed 11 Feb 2021.