Beach Investment Counsel’s Dow Inc DOW Stock Holding History

Beach Investment Counsel’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	-133	Closed	-$7K	–	147
2024 Q3	$7K	Hold	133	–	–	﹤0.01%	207
2024 Q2	$7K	Buy	+133	New	+$7.6K	﹤0.01%	220

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beach Investment Counsel's DOW Position: Q4 2024 in Review

Beach Investment Counsel sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 133 shares — an estimated $7K sold.

Beach Investment Counsel first reported a position in DOW in Q2 2024 and held it in 2 quarters. The position peaked at $7K in Q3 2024. 1,420 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

Beach Investment Counsel reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
Beach Investment Counsel sold 133 Dow Inc shares in Q4 2024, an estimated $7K.
Beach Investment Counsel first reported a position in Dow Inc in Q2 2024 and held it in 2 quarters.
Beach Investment Counsel's Dow Inc position peaked at $7K in Q3 2024.
1,420 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.