BSA
DOW icon

Bull Street Advisors’s Dow Inc DOW Stock Holding History

Bull Street 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
2024
Q4 		– Sell
-4,351
Closed -$238K – 90
2024
Q3 		$238K Sell
4,351
-261
-6% -$13.8K 0.11% 88
2024
Q2 		$245K Hold
4,612
– – 0.12% 86
2024
Q1 		$267K Sell
4,612
-149
-3% -$8.23K 0.13% 88
2023
Q4 		$261K Hold
4,761
– – 0.13% 86
2023
Q3 		$245K Hold
4,761
– – 0.13% 85
2023
Q2 		$254K Sell
4,761
-157
-3% -$8.35K 0.13% 85
2023
Q1 		$270K Buy
4,918
+12
+0.2% +$675 0.14% 85
2022
Q4 		$247K Sell
4,906
-85
-2% -$4.15K 0.13% 88
2022
Q3 		$219K Buy
4,991
+216
+5% +$11K 0.12% 86
2022
Q2 		$246K Hold
4,775
– – 0.13% 84
2022
Q1 		$304K Hold
4,775
– – 0.15% 84
2021
Q4 		$271K Sell
4,775
-128
-3% -$7.3K 0.13% 87
2021
Q3 		$282K Hold
4,903
– – 0.15% 85
2021
Q2 		$310K Hold
4,903
– – 0.17% 80
2021
Q1 		$313K Hold
4,903
– – 0.18% 78
2020
Q4 		$272K Sell
4,903
-149
-3% -$7.69K 0.16% 81
2020
Q3 		$238K Sell
5,052
-144
-3% -$6.47K 0.16% 79
2020
Q2 		$212K Buy
+5,196
New +$190K 0.16% 81
2020
Q1 		– Sell
-6,692
Closed -$366K – 83
2019
Q4 		$366K Sell
6,692
-50
-0.7% -$2.58K 0.32% 69
2019
Q3 		$321K Buy
+6,742
New +$316K 0.3% 73

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 $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bull Street Advisors's DOW Position: Q4 2024 in Review

Bull Street Advisors sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,351 shares — an estimated $238K sold.

Bull Street Advisors first reported a position in DOW in Q3 2019 and held it in 20 quarters. The position peaked at $366K in Q4 2019. 1,421 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Bull Street Advisors reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Bull Street Advisors sold 4,351 Dow Inc shares in Q4 2024, an estimated $238K.
  • Bull Street Advisors first reported a position in Dow Inc in Q3 2019 and held it in 20 quarters.
  • Bull Street Advisors's Dow Inc position peaked at $366K in Q4 2019.
  • 1,421 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Bull Street Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.