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Alan B. Lancz & Associates’s Dow Inc DOW Stock Holding History

Alan B. Lancz & Associates’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,808
Closed -$154K – 147
2023
Q1 		$154K Hold
2,808
– – 0.16% 147
2022
Q4 		$165K Buy
+2,808
New +$137K 0.17% 152
2022
Q3 		– Sell
-2,808
Closed -$149K – 166
2022
Q2 		$149K Buy
+2,808
New +$180K 0.15% 158

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Alan B. Lancz & Associates's DOW Position: Q2 2023 in Review

Alan B. Lancz & Associates sold out of Dow Inc (DOW) in Q2 2023, closing a stake of 2,808 shares — an estimated $154K sold.

Alan B. Lancz & Associates first reported a position in DOW in Q2 2022 and held it in 3 quarters. The position peaked at $165K in Q4 2022. 1,514 funds tracked by Wall St. Rank hold DOW as of Q2 2023.

  • Alan B. Lancz & Associates reported no remaining Dow Inc position as of Q2 2023 after selling out during the quarter.
  • Alan B. Lancz & Associates sold 2,808 Dow Inc shares in Q2 2023, an estimated $154K.
  • Alan B. Lancz & Associates first reported a position in Dow Inc in Q2 2022 and held it in 3 quarters.
  • Alan B. Lancz & Associates's Dow Inc position peaked at $165K in Q4 2022.
  • 1,514 funds tracked by Wall St. Rank held Dow Inc as of Q2 2023.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2023, filed 9 Aug 2023.