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Aperio Group’s Dow Inc DOW Stock Holding History

Aperio Group’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
2020
Q4 		$19.4M Buy
348,688
+13,764
+4% +$711K 0.06% 321
2020
Q3 		$15.8M Buy
334,924
+20,404
+6% +$916K 0.05% 337
2020
Q2 		$12.8M Buy
314,520
+69,593
+28% +$2.55M 0.05% 383
2020
Q1 		$7.16M Sell
244,927
-126,800
-34% -$5.39M 0.03% 522
2019
Q4 		$20.3M Buy
371,727
+57,010
+18% +$2.95M 0.07% 289
2019
Q3 		$15M Sell
314,717
-68,586
-18% -$3.21M 0.06% 358
2019
Q2 		$18.9M Buy
+383,303
New +$20.2M 0.08% 294

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aperio Group's DOW Position: Q4 2020 in Review

Aperio Group increased its Dow Inc (DOW) stake by 4.1% in Q4 2020, buying an estimated $711K and bringing the position to 348,688 shares worth $19.4M. The position accounts for 0.06% of the portfolio, ranked #321.

Aperio Group first reported a position in DOW in Q2 2019 and has held it in 7 quarters since. The position peaked at $20.3M in Q4 2019. 1,282 funds tracked by Wall St. Rank hold DOW as of Q4 2020.

  • Aperio Group held 348,688 shares of Dow Inc worth $19.4M as of Q4 2020.
  • Aperio Group bought 13,764 Dow Inc shares in Q4 2020, an estimated $711K.
  • Dow Inc made up 0.06% of Aperio Group's portfolio in Q4 2020, its #321 holding.
  • Aperio Group first reported a position in Dow Inc in Q2 2019 and has held it in 7 quarters since.
  • Aperio Group's Dow Inc position peaked at $20.3M in Q4 2019.
  • 1,282 funds tracked by Wall St. Rank held Dow Inc as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.