LOW β€” Lowe's Common

Ownership history in Cardinal Capital Management  Β·  72 quarters on record

This page tracks every 13F SEC filing in which Cardinal Capital Management reported a position in Lowe's Common (LOW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.28% (2009 Q1)
πŸ“Š Avg. % of fund
1.71%
πŸ“… First filed
2008 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
72

Position Intelligence

Cardinal Capital Management Γ— LOW AI Analytics

πŸ“‰ Cardinal Capital Management underperformed the S&P 500 by –9.4% annually on this LOW position. Timing score: 55% (39/71 decisions correct). Average cost basis: $33.01. Maximum drawdown during holding period: –31.9%.

πŸ“ˆ Position Alpha vs SPY
-9.4%
annualised excess return

❌ Significantly underperformed the S&P 500 by 9.4% ann.
11 quarters analyzed

⏱️ Timing Score
55%

βœ… Decent timing β€” more right than wrong on entries and exits.
39 of 71 add/trim decisions correct

πŸ’° Entry Quality
$33.01
+627.3% vs current ($240.08)

Best entry: $13.39 (2009 Q1)  Β·  Worst: $263.23 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–31.9%
max drawdown while held

πŸ’ͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
49%
buy-side decisions

35 adds Β· 37 trims. Bought during 19 of 26 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.53% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    LOW price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 47,923 -218 -0.5% 1.53% $11.6M $240.08
2025 Q3 ADDED 48,141 +106 +0.2% 1.67% $12.1M $248.96
2025 Q2 ADDED 48,035 +1,103 +2.4% 1.56% $10.7M $218.63
2025 Q1 ADDED 46,932 +387 +0.8% 1.70% $10.9M $228.62
2024 Q4 ADDED 46,545 +109 +0.2% 1.80% $11.5M $240.87
2024 Q3 ADDED 46,436 +263 +0.6% 1.96% $12.6M $263.23
2024 Q2 ADDED 46,173 +169 +0.4% 1.71% $10.2M $213.22
2024 Q1 ADDED 46,004 +2,023 +4.6% 1.91% $11.7M $245.19
2023 Q4 REDUCED 43,981 -147 -0.3% 1.85% $9.8M $213.15
2023 Q3 ADDED 44,128 +257 +0.6% 1.87% $9.2M $197.90
62 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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