Duff & Phelps Investment Management’s Dow Inc DOW Stock Holding History

Duff & Phelps Investment 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
2024 Q2	–	Sell	-8,135	Closed	-$471K	–	238
2024 Q1	$471K	Buy	8,135 +315	+4%	+$17.4K	0.01%	234
2023 Q4	$429K	Hold	7,820	–	–	0.01%	238
2023 Q3	$403K	Sell	7,820 -246	-3%	-$13.2K	0.01%	238
2023 Q2	$430K	Hold	8,066	–	–	0.01%	229
2023 Q1	$442K	Hold	8,066	–	–	0.01%	230
2022 Q4	$406K	Hold	8,066	–	–	﹤0.01%	230
2022 Q3	$354K	Hold	8,066	–	–	﹤0.01%	232
2022 Q2	$416K	Hold	8,066	–	–	0.01%	207
2022 Q1	$514K	Hold	8,066	–	–	0.01%	203
2021 Q4	$458K	Buy	8,066 +56	+0.7%	+$3.19K	0.01%	204
2021 Q3	$461K	Sell	8,010 -171	-2%	-$10.5K	0.01%	204
2021 Q2	$518K	Sell	8,181 -690	-8%	-$45.6K	0.01%	202
2021 Q1	$567K	Hold	8,871	–	–	0.01%	199
2020 Q4	$492K	Hold	8,871	–	–	0.01%	200
2020 Q3	$417K	Buy	8,871 +300	+4%	+$13.5K	0.01%	200
2020 Q2	$349K	Hold	8,571	–	–	0.01%	210
2020 Q1	$251K	Buy	8,571 +200	+2%	+$8.5K	﹤0.01%	210
2019 Q4	$458K	Buy	8,371 +150	+2%	+$7.75K	0.01%	214
2019 Q3	$392K	Hold	8,221	–	–	0.01%	214
2019 Q2	$405K	Buy	+8,221	New	+$434K	0.01%	236

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 $3.38T AUM 44.17% 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

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

Norges Bank Oslo, Norway $1T AUM

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

Duff & Phelps Investment Management's DOW Position: Q2 2024 in Review

Duff & Phelps Investment Management sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 8,135 shares — an estimated $471K sold.

Duff & Phelps Investment Management first reported a position in DOW in Q2 2019 and held it in 20 quarters. The position peaked at $567K in Q1 2021. 1,550 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

Duff & Phelps Investment Management reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
Duff & Phelps Investment Management sold 8,135 Dow Inc shares in Q2 2024, an estimated $471K.
Duff & Phelps Investment Management first reported a position in Dow Inc in Q2 2019 and held it in 20 quarters.
Duff & Phelps Investment Management's Dow Inc position peaked at $567K in Q1 2021.
1,550 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2024, filed 15 Aug 2024.