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Carmel Capital Partners’s Dow Inc DOW Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-67
Closed -$3.46K – 289
2023
Q3 		$3.46K Buy
67
+1
+2% +$54 ﹤0.01% 588
2023
Q2 		$3.52K Sell
66
-1,345
-95% -$71.5K ﹤0.01% 335
2023
Q1 		$77.4K Buy
+1,411
New +$79.4K 0.05% 215

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carmel Capital Partners's DOW Position: Q4 2023 in Review

Carmel Capital Partners sold out of Dow Inc (DOW) in Q4 2023, closing a stake of 67 shares — an estimated $3.46K sold.

Carmel Capital Partners first reported a position in DOW in Q1 2023 and held it in 3 quarters. The position peaked at $77.4K in Q1 2023. 1,596 funds tracked by Wall St. Rank hold DOW as of Q4 2023.

  • Carmel Capital Partners reported no remaining Dow Inc position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 67 Dow Inc shares in Q4 2023, an estimated $3.46K.
  • Carmel Capital Partners first reported a position in Dow Inc in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Dow Inc position peaked at $77.4K in Q1 2023.
  • 1,596 funds tracked by Wall St. Rank held Dow Inc as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.