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Aldebaran Financial’s Dow Inc DOW Stock Holding History

Aldebaran Financial’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
2024
Q2 		– Sell
-4,075
Closed -$236K – 66
2024
Q1 		$236K Sell
4,075
-450
-10% -$24.9K 0.33% 56
2023
Q4 		$248K Hold
4,525
– – 0.37% 57
2023
Q3 		$233K Hold
4,525
– – 0.36% 58
2023
Q2 		$241K Buy
4,525
+100
+2% +$5.32K 0.33% 60
2023
Q1 		$243K Sell
4,425
-2,000
-31% -$113K 0.31% 64
2022
Q4 		$324K Buy
6,425
+209
+3% +$10.2K 0.35% 63
2022
Q3 		$280K Buy
6,216
+175
+3% +$8.87K 0.31% 65
2022
Q2 		$303K Sell
6,041
-1,000
-14% -$64K 0.32% 65
2022
Q1 		$449K Buy
7,041
+650
+10% +$39.2K 0.35% 60
2021
Q4 		$362K Buy
6,391
+325
+5% +$18.5K 0.27% 65
2021
Q3 		$349K Buy
6,066
+1,075
+22% +$65.8K 0.28% 61
2021
Q2 		$318K Buy
+4,991
New +$330K 0.26% 66

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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aldebaran Financial's DOW Position: Q2 2024 in Review

Aldebaran Financial sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 4,075 shares — an estimated $236K sold.

Aldebaran Financial first reported a position in DOW in Q2 2021 and held it in 12 quarters. The position peaked at $449K in Q1 2022. 1,548 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

  • Aldebaran Financial reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
  • Aldebaran Financial sold 4,075 Dow Inc shares in Q2 2024, an estimated $236K.
  • Aldebaran Financial first reported a position in Dow Inc in Q2 2021 and held it in 12 quarters.
  • Aldebaran Financial's Dow Inc position peaked at $449K in Q1 2022.
  • 1,548 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Aldebaran Financial's 13F filing for Q2 2024, filed 22 Aug 2024.