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Burleson & Co’s Dow Inc DOW Stock Holding History

Burleson & Co’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
Q4 		$28.3K Hold
561
– – 0.01% 213
2022
Q3 		$25K Buy
561
+41
+8% +$2.08K 0.01% 240
2022
Q2 		$27K Buy
520
+25
+5% +$1.6K 0.01% 219
2022
Q1 		$32K Hold
495
– – 0.01% 211
2021
Q4 		$28K Hold
495
– – ﹤0.01% 213
2021
Q3 		$28K Hold
495
– – ﹤0.01% 215
2021
Q2 		$31K Sell
495
-7
-1% -$462 ﹤0.01% 219
2021
Q1 		$32K Buy
+502
New +$30K 0.01% 206
2020
Q1 		– Sell
-4,429
Closed -$225K – 120
2019
Q4 		$225K Buy
4,429
+1
+0% +$52 0.06% 113
2019
Q3 		$209K Hold
4,428
– – 0.07% 101
2019
Q2 		$207K Buy
+4,428
New +$234K 0.09% 100

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Burleson & Co's DOW Position: Q4 2022 in Review

Burleson & Co held its Dow Inc (DOW) position steady in Q4 2022 at 561 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #213.

Burleson & Co first reported a position in DOW in Q2 2019 and has held it in 11 quarters since. The position peaked at $225K in Q4 2019. 1,521 funds tracked by Wall St. Rank hold DOW as of Q4 2022.

  • Burleson & Co held 561 shares of Dow Inc worth $28.3K as of Q4 2022.
  • Burleson & Co left its Dow Inc share count unchanged in Q4 2022.
  • Dow Inc made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #213 holding.
  • Burleson & Co first reported a position in Dow Inc in Q2 2019 and has held it in 11 quarters since.
  • Burleson & Co's Dow Inc position peaked at $225K in Q4 2019.
  • 1,521 funds tracked by Wall St. Rank held Dow Inc as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.