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Appleton Partners’s Dow Inc DOW Stock Holding History

Appleton 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
2024
Q4 		– Sell
-24,997
Closed -$1.37M – 258
2024
Q3 		$1.37M Buy
24,997
+1,955
+8% +$103K 0.1% 118
2024
Q2 		$1.22M Sell
23,042
-71
-0.3% -$4.06K 0.09% 122
2024
Q1 		$1.34M Sell
23,113
-1,921
-8% -$106K 0.1% 121
2023
Q4 		$1.37M Buy
25,034
+148
+0.6% +$7.56K 0.11% 120
2023
Q3 		$1.28M Sell
24,886
-202
-0.8% -$10.8K 0.11% 121
2023
Q2 		$1.34M Sell
25,088
-1,711
-6% -$90.9K 0.11% 127
2023
Q1 		$1.47M Buy
26,799
+958
+4% +$53.9K 0.13% 129
2022
Q4 		$1.3M Sell
25,841
-803
-3% -$39.2K 0.12% 135
2022
Q3 		$1.17M Sell
26,644
-167
-0.6% -$8.47K 0.12% 138
2022
Q2 		$1.38M Buy
26,811
+1,564
+6% +$100K 0.13% 130
2022
Q1 		$1.61M Buy
25,247
+26
+0.1% +$1.57K 0.13% 134
2021
Q4 		$1.43M Buy
25,221
+2,201
+10% +$125K 0.11% 145
2021
Q3 		$1.32M Buy
23,020
+5,358
+30% +$328K 0.11% 144
2021
Q2 		$1.12M Buy
17,662
+2,310
+15% +$153K 0.1% 147
2021
Q1 		$982K Sell
15,352
-1,768
-10% -$106K 0.09% 149
2020
Q4 		$950K Buy
17,120
+583
+4% +$30.1K 0.09% 148
2020
Q3 		$778K Buy
16,537
+376
+2% +$16.9K 0.09% 150
2020
Q2 		$659K Sell
16,161
-1,923
-11% -$70.4K 0.08% 154
2020
Q1 		$529K Sell
18,084
-2,100
-10% -$89.3K 0.07% 162
2019
Q4 		$1.1M Sell
20,184
-702
-3% -$36.3K 0.12% 144
2019
Q3 		$995K Sell
20,886
-488
-2% -$22.8K 0.12% 142
2019
Q2 		$1.05M Buy
+21,374
New +$1.13M 0.13% 142

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Appleton Partners's DOW Position: Q4 2024 in Review

Appleton Partners sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 24,997 shares — an estimated $1.37M sold.

Appleton Partners first reported a position in DOW in Q2 2019 and held it in 22 quarters. The position peaked at $1.61M in Q1 2022. 1,424 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Appleton Partners reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Appleton Partners sold 24,997 Dow Inc shares in Q4 2024, an estimated $1.37M.
  • Appleton Partners first reported a position in Dow Inc in Q2 2019 and held it in 22 quarters.
  • Appleton Partners's Dow Inc position peaked at $1.61M in Q1 2022.
  • 1,424 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Appleton Partners's 13F filing for Q4 2024, filed 28 Jan 2025.