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Aspen Investment Management’s Dow Inc DOW Stock Holding History

Aspen Investment Management’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
2021
Q2 		– Sell
-4,317
Closed -$276K – 148
2021
Q1 		$276K Buy
+4,317
New +$258K 0.15% 120
2020
Q1 		– Sell
-4,504
Closed -$247K – 111
2019
Q4 		$247K Sell
4,504
-603
-12% -$31.2K 0.15% 119
2019
Q3 		$243K Sell
5,107
-1,328
-21% -$62.2K 0.16% 118
2019
Q2 		$317K Buy
+6,435
New +$340K 0.21% 103

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Aspen Investment Management's DOW Position: Q2 2021 in Review

Aspen Investment Management sold out of Dow Inc (DOW) in Q2 2021, closing a stake of 4,317 shares — an estimated $276K sold.

Aspen Investment Management first reported a position in DOW in Q2 2019 and held it in 4 quarters. The position peaked at $317K in Q2 2019. 1,402 funds tracked by Wall St. Rank hold DOW as of Q2 2021.

  • Aspen Investment Management reported no remaining Dow Inc position as of Q2 2021 after selling out during the quarter.
  • Aspen Investment Management sold 4,317 Dow Inc shares in Q2 2021, an estimated $276K.
  • Aspen Investment Management first reported a position in Dow Inc in Q2 2019 and held it in 4 quarters.
  • Aspen Investment Management's Dow Inc position peaked at $317K in Q2 2019.
  • 1,402 funds tracked by Wall St. Rank held Dow Inc as of Q2 2021.

Based on Aspen Investment Management's 13F filing for Q2 2021, filed 4 Aug 2021.