Dowling & Yahnke’s Dow Inc DOW Stock Holding History

Dowling & Yahnke’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
2021 Q3	–	Sell	-3,393	Closed	-$215K	–	374
2021 Q2	$215K	Sell	3,393 -560	-14%	-$37K	0.01%	345
2021 Q1	$253K	Sell	3,953 -241	-6%	-$14.4K	0.02%	308
2020 Q4	$233K	Buy	+4,194	New	+$217K	0.02%	302
2020 Q1	–	Sell	-4,017	Closed	-$220K	–	306
2019 Q4	$220K	Sell	4,017 -285	-7%	-$14.7K	0.02%	288
2019 Q3	$205K	Buy	4,302 +69	+2%	+$3.23K	0.02%	294
2019 Q2	$209K	Buy	+4,233	New	+$223K	0.02%	283

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dowling & Yahnke's DOW Position: Q3 2021 in Review

Dowling & Yahnke sold out of Dow Inc (DOW) in Q3 2021, closing a stake of 3,393 shares — an estimated $215K sold.

Dowling & Yahnke first reported a position in DOW in Q2 2019 and held it in 6 quarters. The position peaked at $253K in Q1 2021. 1,386 funds tracked by Wall St. Rank hold DOW as of Q3 2021.

Dowling & Yahnke reported no remaining Dow Inc position as of Q3 2021 after selling out during the quarter.
Dowling & Yahnke sold 3,393 Dow Inc shares in Q3 2021, an estimated $215K.
Dowling & Yahnke first reported a position in Dow Inc in Q2 2019 and held it in 6 quarters.
Dowling & Yahnke's Dow Inc position peaked at $253K in Q1 2021.
1,386 funds tracked by Wall St. Rank held Dow Inc as of Q3 2021.

Based on Dowling & Yahnke's 13F filing for Q3 2021, filed 12 Nov 2021.