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Charter Oak Capital Management’s Dow Inc DOW Stock Holding History

Charter Oak Capital Management’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
Q1 		– Sell
-367
Closed -$21K – 978
2021
Q4 		$21K Buy
+367
New +$20.9K ﹤0.01% 495
2021
Q3 		– Sell
-520
Closed -$33K – 835
2021
Q2 		$33K Hold
520
– – ﹤0.01% 373
2021
Q1 		$33K Buy
520
+1
+0.2% +$60 ﹤0.01% 370
2020
Q4 		$29K Buy
+519
New +$26.8K ﹤0.01% 369

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charter Oak Capital Management's DOW Position: Q1 2022 in Review

Charter Oak Capital Management sold out of Dow Inc (DOW) in Q1 2022, closing a stake of 367 shares — an estimated $21K sold.

Charter Oak Capital Management first reported a position in DOW in Q4 2020 and held it in 4 quarters. The position peaked at $33K in Q2 2021. 1,546 funds tracked by Wall St. Rank hold DOW as of Q1 2022.

  • Charter Oak Capital Management reported no remaining Dow Inc position as of Q1 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 367 Dow Inc shares in Q1 2022, an estimated $21K.
  • Charter Oak Capital Management first reported a position in Dow Inc in Q4 2020 and held it in 4 quarters.
  • Charter Oak Capital Management's Dow Inc position peaked at $33K in Q2 2021.
  • 1,546 funds tracked by Wall St. Rank held Dow Inc as of Q1 2022.

Based on Charter Oak Capital Management's 13F filing for Q1 2022, filed 5 May 2022.