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Badgley, Phelps & Bell’s Dow Inc DOW Stock Holding History

Badgley, Phelps & Bell’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
2019
Q3 		– Sell
-109,112
Closed -$5.38M – 193
2019
Q2 		$5.38M Buy
+109,112
New +$5.76M 0.31% 97

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Badgley, Phelps & Bell's DOW Position: Q3 2019 in Review

Badgley, Phelps & Bell sold out of Dow Inc (DOW) in Q3 2019, closing a stake of 109,112 shares — an estimated $5.38M sold.

Badgley, Phelps & Bell first reported a position in DOW in Q2 2019 and held it in 1 quarter. The position peaked at $5.38M in Q2 2019. 1,204 funds tracked by Wall St. Rank hold DOW as of Q3 2019.

  • Badgley, Phelps & Bell reported no remaining Dow Inc position as of Q3 2019 after selling out during the quarter.
  • Badgley, Phelps & Bell sold 109,112 Dow Inc shares in Q3 2019, an estimated $5.38M.
  • Badgley, Phelps & Bell first reported a position in Dow Inc in Q2 2019 and held it in 1 quarter.
  • Badgley, Phelps & Bell's Dow Inc position peaked at $5.38M in Q2 2019.
  • 1,204 funds tracked by Wall St. Rank held Dow Inc as of Q3 2019.

Based on Badgley, Phelps & Bell's 13F filing for Q3 2019, filed 4 Nov 2019.