D.B. Root & Company’s Dow Inc DOW Stock Holding History

D.B. Root & Company’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	-11,047	Closed	-$586K	–	187
2024 Q2	$586K	Sell	11,047 -12,739	-54%	-$728K	0.2%	92
2024 Q1	$1.38M	Sell	23,786 -1,194	-5%	-$66K	0.47%	50
2023 Q4	$1.37M	Sell	24,980 -1,181	-5%	-$60.3K	0.5%	48
2023 Q3	$1.35M	Buy	26,161 +243	+0.9%	+$13K	0.53%	44
2023 Q2	$1.38M	Buy	25,918 +542	+2%	+$28.8K	0.52%	40
2023 Q1	$1.39M	Buy	25,376 +921	+4%	+$51.8K	0.55%	43
2022 Q4	$1.23M	Buy	24,455 +1,505	+7%	+$73.5K	0.52%	51
2022 Q3	$1.01M	Buy	+22,950	New	+$1.16M	0.46%	55

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

D.B. Root & Company's DOW Position: Q3 2024 in Review

D.B. Root & Company sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 11,047 shares — an estimated $586K sold.

D.B. Root & Company first reported a position in DOW in Q3 2022 and held it in 8 quarters. The position peaked at $1.39M in Q1 2023. 1,493 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

D.B. Root & Company reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
D.B. Root & Company sold 11,047 Dow Inc shares in Q3 2024, an estimated $586K.
D.B. Root & Company first reported a position in Dow Inc in Q3 2022 and held it in 8 quarters.
D.B. Root & Company's Dow Inc position peaked at $1.39M in Q1 2023.
1,493 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on D.B. Root & Company's 13F filing for Q3 2024, filed 31 Oct 2024.