Boston Family Office’s Dow Inc DOW Stock Holding History

Boston Family Office’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 Q1	–	Sell	-3,916	Closed	-$215K	–	265
2023 Q4	$215K	Hold	3,916	–	–	0.02%	243
2023 Q3	$202K	Hold	3,916	–	–	0.02%	246
2023 Q2	$208K	Hold	3,916	–	–	0.02%	246
2023 Q1	$214K	Buy	+3,916	New	+$220K	0.02%	246
2022 Q3	–	Sell	-4,557	Closed	-$235K	–	264
2022 Q2	$235K	Hold	4,557	–	–	0.02%	248
2022 Q1	$290K	Sell	4,557 -220	-5%	-$13.3K	0.02%	247
2021 Q4	$271K	Buy	4,777 +81	+2%	+$4.62K	0.02%	256
2021 Q3	$270K	Sell	4,696 -356	-7%	-$21.8K	0.02%	251
2021 Q2	$320K	Sell	5,052 -1,671	-25%	-$110K	0.02%	238
2021 Q1	$432K	Sell	6,723 -645	-9%	-$38.6K	0.03%	214
2020 Q4	$409K	Hold	7,368	–	–	0.03%	212
2020 Q3	$347K	Sell	7,368 -691	-9%	-$31K	0.03%	206
2020 Q2	$328K	Sell	8,059 -3,497	-30%	-$128K	0.03%	208
2020 Q1	$338K	Hold	11,556	–	–	0.04%	198
2019 Q4	$632K	Sell	11,556 -1,699	-13%	-$87.8K	0.06%	173
2019 Q3	$632K	Hold	13,255	–	–	0.07%	169
2019 Q2	$654K	Buy	+13,255	New	+$700K	0.07%	171

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Boston Family Office's DOW Position: Q1 2024 in Review

Boston Family Office sold out of Dow Inc (DOW) in Q1 2024, closing a stake of 3,916 shares — an estimated $215K sold.

Boston Family Office first reported a position in DOW in Q2 2019 and held it in 17 quarters. The position peaked at $654K in Q2 2019. 1,611 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

Boston Family Office reported no remaining Dow Inc position as of Q1 2024 after selling out during the quarter.
Boston Family Office sold 3,916 Dow Inc shares in Q1 2024, an estimated $215K.
Boston Family Office first reported a position in Dow Inc in Q2 2019 and held it in 17 quarters.
Boston Family Office's Dow Inc position peaked at $654K in Q2 2019.
1,611 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on Boston Family Office's 13F filing for Q1 2024, filed 13 May 2024.