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Baron Financial Group’s Dow Inc DOW Stock Holding History

Baron Financial 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
2022
Q3 		– Sell
-61
Closed -$3.15K – 90
2022
Q2 		$3.15K Hold
61
– – ﹤0.01% 184
2022
Q1 		$3.89K Hold
61
– – ﹤0.01% 189
2021
Q4 		$3.46K Hold
61
– – ﹤0.01% 196
2021
Q3 		$3.51K Hold
61
– – ﹤0.01% 201
2021
Q2 		$3.86K Hold
61
– – ﹤0.01% 205
2021
Q1 		$3.9K Sell
61
-96
-61% -$5.75K ﹤0.01% 206
2020
Q4 		$8.71K Hold
157
– – 0.01% 182
2020
Q3 		$7.39K Buy
+157
New +$7.05K 0.01% 191

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Baron Financial Group's DOW Position: Q3 2022 in Review

Baron Financial Group sold out of Dow Inc (DOW) in Q3 2022, closing a stake of 61 shares — an estimated $3.15K sold.

Baron Financial Group first reported a position in DOW in Q3 2020 and held it in 8 quarters. The position peaked at $8.71K in Q4 2020. 1,434 funds tracked by Wall St. Rank hold DOW as of Q3 2022.

  • Baron Financial Group reported no remaining Dow Inc position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 61 Dow Inc shares in Q3 2022, an estimated $3.15K.
  • Baron Financial Group first reported a position in Dow Inc in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Dow Inc position peaked at $8.71K in Q4 2020.
  • 1,434 funds tracked by Wall St. Rank held Dow Inc as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.