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Court Place Advisors’s Dow Inc DOW Stock Holding History

Court Place 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
Q3 		– Sell
-3,790
Closed -$201K – 168
2024
Q2 		$201K Buy
+3,790
New +$217K 0.06% 158
2024
Q1 		– Sell
-3,856
Closed -$211K – 159
2023
Q4 		$211K Sell
3,856
-100
-3% -$5.11K 0.07% 152
2023
Q3 		$204K Hold
3,956
– – 0.07% 155
2023
Q2 		$211K Sell
3,956
-1,794
-31% -$95.4K 0.07% 157
2023
Q1 		$315K Hold
5,750
– – 0.11% 126
2022
Q4 		$290K Sell
5,750
-456
-7% -$22.3K 0.11% 134
2022
Q3 		$273K Sell
6,206
-385
-6% -$19.5K 0.11% 132
2022
Q2 		$340K Sell
6,591
-2
-0% -$128 0.13% 125
2022
Q1 		$420K Hold
6,593
– – 0.14% 121
2021
Q4 		$374K Sell
6,593
-18
-0.3% -$1.03K 0.1% 135
2021
Q3 		$381K Sell
6,611
-53
-0.8% -$3.24K 0.11% 129
2021
Q2 		$422K Hold
6,664
– – 0.12% 128
2021
Q1 		$426K Sell
6,664
-64
-1% -$3.83K 0.13% 122
2020
Q4 		$373K Sell
6,728
-33
-0.5% -$1.7K 0.12% 120
2020
Q3 		$318K Buy
6,761
+202
+3% +$9.07K 0.12% 121
2020
Q2 		$267K Sell
6,559
-1,012
-13% -$37K 0.1% 137
2020
Q1 		$221K Sell
7,571
-141
-2% -$5.99K 0.1% 142
2019
Q4 		$422K Hold
7,712
– – 0.15% 122
2019
Q3 		$367K Buy
7,712
+439
+6% +$20.6K 0.14% 127
2019
Q2 		$359K Buy
+7,273
New +$384K 0.14% 129

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
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Court Place Advisors's DOW Position: Q3 2024 in Review

Court Place Advisors sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 3,790 shares — an estimated $201K sold.

Court Place Advisors first reported a position in DOW in Q2 2019 and held it in 20 quarters. The position peaked at $426K in Q1 2021. 1,493 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • Court Place Advisors reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
  • Court Place Advisors sold 3,790 Dow Inc shares in Q3 2024, an estimated $201K.
  • Court Place Advisors first reported a position in Dow Inc in Q2 2019 and held it in 20 quarters.
  • Court Place Advisors's Dow Inc position peaked at $426K in Q1 2021.
  • 1,493 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Court Place Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.