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Berman Capital Advisors’s Dow Inc DOW Stock Holding History

Berman Capital Advisors’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
Q3 		$197K Buy
3,425
+542
+19% +$33.2K 0.03% 266
2021
Q2 		$182K Buy
2,883
+176
+7% +$11.6K 0.03% 253
2021
Q1 		$172K Buy
2,707
+261
+11% +$15.6K 0.04% 211
2020
Q4 		$135K Buy
2,446
+3
+0.1% +$155 0.03% 215
2020
Q3 		$114K Buy
2,443
+432
+21% +$19.4K 0.03% 213
2020
Q2 		$81K Buy
2,011
+10
+0.5% +$366 0.02% 248
2020
Q1 		$57K Buy
2,001
+471
+31% +$20K 0.02% 273
2019
Q4 		$83K Sell
1,530
-119
-7% -$6.15K 0.02% 250
2019
Q3 		$78K Buy
1,649
+92
+6% +$4.31K 0.02% 249
2019
Q2 		$76K Buy
+1,557
New +$82.2K 0.02% 246

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Berman Capital Advisors's DOW Position: Q3 2021 in Review

Berman Capital Advisors increased its Dow Inc (DOW) stake by 19% in Q3 2021, buying an estimated $33.2K and bringing the position to 3,425 shares worth $197K. The position accounts for 0.03% of the portfolio, ranked #266.

Berman Capital Advisors first reported a position in DOW in Q2 2019 and has held it in 10 quarters since. 1,384 funds tracked by Wall St. Rank hold DOW as of Q3 2021.

  • Berman Capital Advisors held 3,425 shares of Dow Inc worth $197K as of Q3 2021.
  • Berman Capital Advisors bought 542 Dow Inc shares in Q3 2021, an estimated $33.2K.
  • Dow Inc made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #266 holding.
  • Berman Capital Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 10 quarters since.
  • 1,384 funds tracked by Wall St. Rank held Dow Inc as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.