Ownership history in OBSIDIAN CIO, LLC Β· 10 quarters on record
This page tracks every 13F SEC filing in which OBSIDIAN CIO, LLC reported a position in LOWES COS INC (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.
π OBSIDIAN CIO, LLC underperformed the S&P 500 by β5.9% annually on this LOW position. Timing score: 44% (4/9 decisions correct). Average cost basis: $206.27. Maximum drawdown during holding period: β16.9%.
β Significantly underperformed the S&P 500 by 5.9% ann.
9 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 9 add/trim decisions correct
Best entry: $186.16 (2021 Q3) Β· Worst: $263.23 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 2 trims. Bought during 4 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.06% of portfolio
β 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.
As of 2025 Q4 β sorted by position size