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Edge Capital Group’s Dow Inc DOW Stock Holding History

Edge Capital Group’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 		$286K Sell
7,131
-252
-3% -$11.8K 0.01% 270
2024
Q3 		$403K Sell
7,383
-77
-1% -$4.07K 0.02% 234
2024
Q2 		$396K Buy
7,460
+45
+0.6% +$2.57K 0.02% 228
2024
Q1 		$430K Hold
7,415
– – 0.02% 220
2023
Q4 		$407K Sell
7,415
-459
-6% -$23.5K 0.02% 219
2023
Q3 		$406K Sell
7,874
-25,346
-76% -$1.36M 0.03% 206
2023
Q2 		$1.77M Sell
33,220
-5,420
-14% -$288K 0.1% 138
2023
Q1 		$2.12M Buy
38,640
+28,340
+275% +$1.59M 0.13% 122
2022
Q4 		$519K Buy
10,300
+742
+8% +$36.2K 0.04% 187
2022
Q3 		$420K Sell
9,558
-43,947
-82% -$2.23M 0.03% 194
2022
Q2 		$2.76M Sell
53,505
-36,472
-41% -$2.34M 0.24% 84
2022
Q1 		$5.73M Sell
89,977
-1,696
-2% -$102K 0.39% 62
2021
Q4 		$5.2M Buy
91,673
+606
+0.7% +$34.6K 0.37% 61
2021
Q3 		$5.24M Sell
91,067
-2,342
-3% -$143K 0.42% 56
2021
Q2 		$5.91M Buy
93,409
+9,769
+12% +$645K 0.47% 50
2021
Q1 		$5.35M Buy
83,640
+27
+0% +$1.62K 0.45% 54
2020
Q4 		$4.64M Sell
83,613
-2,017
-2% -$104K 0.39% 62
2020
Q3 		$4.03M Buy
85,630
+1,023
+1% +$45.9K 0.4% 54
2020
Q2 		$3.45M Sell
84,607
-7,445
-8% -$273K 0.36% 64
2020
Q1 		$2.69M Buy
92,052
+11,954
+15% +$508K 0.32% 66
2019
Q4 		$4.38M Buy
80,098
+73,183
+1,058% +$3.78M 0.43% 55
2019
Q3 		$329K Sell
6,915
-860
-11% -$40.3K 0.03% 195
2019
Q2 		$383K Buy
+7,775
New +$410K 0.04% 198

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Edge Capital Group's DOW Position: Q4 2024 in Review

Edge Capital Group reduced its Dow Inc (DOW) stake by 3.4% in Q4 2024, selling an estimated $11.8K and leaving 7,131 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #270.

Edge Capital Group first reported a position in DOW in Q2 2019 and has held it in 23 quarters since. The position peaked at $5.91M in Q2 2021. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Edge Capital Group held 7,131 shares of Dow Inc worth $286K as of Q4 2024.
  • Edge Capital Group sold 252 Dow Inc shares in Q4 2024, an estimated $11.8K.
  • Dow Inc made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #270 holding.
  • Edge Capital Group first reported a position in Dow Inc in Q2 2019 and has held it in 23 quarters since.
  • Edge Capital Group's Dow Inc position peaked at $5.91M in Q2 2021.
  • 1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.