Alta Advisers’s Dow Inc DOW Stock Holding History

Alta Advisers’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 Q4	–	Sell	-2,000	Closed	-$109K	–	230
2024 Q3	$109K	Hold	2,000	–	–	0.05%	275
2024 Q2	$106K	Hold	2,000	–	–	0.05%	253
2024 Q1	$116K	Hold	2,000	–	–	0.06%	245
2023 Q4	$110K	Hold	2,000	–	–	0.06%	237
2023 Q3	$103K	Hold	2,000	–	–	0.06%	227
2023 Q2	$107K	Hold	2,000	–	–	0.06%	227
2023 Q1	$110K	Hold	2,000	–	–	0.07%	207
2022 Q4	$101K	Hold	2,000	–	–	0.06%	221
2022 Q3	$88K	Buy	+2,000	New	+$101K	0.06%	228

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Alta Advisers's DOW Position: Q4 2024 in Review

Alta Advisers sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 2,000 shares — an estimated $109K sold.

Alta Advisers first reported a position in DOW in Q3 2022 and held it in 9 quarters. The position peaked at $116K in Q1 2024. 1,421 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

Alta Advisers reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
Alta Advisers sold 2,000 Dow Inc shares in Q4 2024, an estimated $109K.
Alta Advisers first reported a position in Dow Inc in Q3 2022 and held it in 9 quarters.
Alta Advisers's Dow Inc position peaked at $116K in Q1 2024.
1,421 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.