Eagle Ridge Investment Management’s Dow Inc DOW Stock Holding History

Eagle Ridge 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 Q4	–	Sell	-4,306	Closed	-$235K	–	150
2024 Q3	$235K	Sell	4,306 -96	-2%	-$5.07K	0.02%	133
2024 Q2	$234K	Hold	4,402	–	–	0.02%	132
2024 Q1	$255K	Buy	4,402 +96	+2%	+$5.3K	0.02%	135
2023 Q4	$236K	Hold	4,306	–	–	0.02%	137
2023 Q3	$222K	Sell	4,306 -427	-9%	-$22.9K	0.02%	137
2023 Q2	$252K	Sell	4,733 -173	-4%	-$9.2K	0.03%	136
2023 Q1	$269K	Hold	4,906	–	–	0.03%	134
2022 Q4	$247K	Hold	4,906	–	–	0.03%	139
2022 Q3	$216K	Hold	4,906	–	–	0.03%	138
2022 Q2	$253K	Buy	4,906 +1,309	+36%	+$83.8K	0.03%	131
2022 Q1	$229K	Buy	+3,597	New	+$217K	0.02%	150
2019 Q3	–	Sell	-5,957	Closed	-$294K	–	156
2019 Q2	$294K	Buy	+5,957	New	+$314K	0.04%	127

Other funds holding DOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Eagle Ridge Investment Management's DOW Position: Q4 2024 in Review

Eagle Ridge Investment Management sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,306 shares — an estimated $235K sold.

Eagle Ridge Investment Management first reported a position in DOW in Q2 2019 and held it in 12 quarters. The position peaked at $294K in Q2 2019. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

Eagle Ridge Investment Management reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
Eagle Ridge Investment Management sold 4,306 Dow Inc shares in Q4 2024, an estimated $235K.
Eagle Ridge Investment Management first reported a position in Dow Inc in Q2 2019 and held it in 12 quarters.
Eagle Ridge Investment Management's Dow Inc position peaked at $294K in Q2 2019.
1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.