AIP
DOW icon

Almanack Investment Partners’s Dow Inc DOW Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-797
Closed -$35K – 431
2022
Q3 		$35K Buy
+797
New +$40.4K 0.01% 308
2021
Q4 		– Sell
-3,901
Closed -$225K – 525
2021
Q3 		$225K Sell
3,901
-56
-1% -$3.43K 0.02% 438
2021
Q2 		$250K Sell
3,957
-2,309
-37% -$152K 0.02% 358
2021
Q1 		$401K Buy
6,266
+125
+2% +$7.48K 0.04% 271
2020
Q4 		$341K Buy
6,141
+782
+15% +$40.4K 0.04% 272
2020
Q3 		$286K Buy
5,359
+219
+4% +$9.84K 0.04% 302
2020
Q2 		$210K Buy
+5,140
New +$188K 0.04% 228
2020
Q1 		– Sell
-5,150
Closed -$282K – 276
2019
Q4 		$282K Buy
5,150
+10
+0.2% +$517 0.05% 152
2019
Q3 		$245K Sell
5,140
-645
-11% -$30.2K 0.05% 182
2019
Q2 		$285K Buy
+5,785
New +$305K 0.07% 143

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Almanack Investment Partners's DOW Position: Q4 2022 in Review

Almanack Investment Partners sold out of Dow Inc (DOW) in Q4 2022, closing a stake of 797 shares — an estimated $35K sold.

Almanack Investment Partners first reported a position in DOW in Q2 2019 and held it in 10 quarters. The position peaked at $401K in Q1 2021. 1,522 funds tracked by Wall St. Rank hold DOW as of Q4 2022.

  • Almanack Investment Partners reported no remaining Dow Inc position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 797 Dow Inc shares in Q4 2022, an estimated $35K.
  • Almanack Investment Partners first reported a position in Dow Inc in Q2 2019 and held it in 10 quarters.
  • Almanack Investment Partners's Dow Inc position peaked at $401K in Q1 2021.
  • 1,522 funds tracked by Wall St. Rank held Dow Inc as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.