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Edgemoor Investment Advisors’s Dow Inc DOW Stock Holding History

Edgemoor Investment Advisors’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
-4,675
Closed -$255K – 170
2024
Q3 		$255K Hold
4,675
– – 0.02% 150
2024
Q2 		$248K Sell
4,675
-53
-1% -$3.03K 0.02% 143
2024
Q1 		$274K Hold
4,728
– – 0.03% 139
2023
Q4 		$259K Sell
4,728
-375
-7% -$19.2K 0.03% 141
2023
Q3 		$263K Sell
5,103
-17
-0.3% -$913 0.03% 139
2023
Q2 		$273K Sell
5,120
-25
-0.5% -$1.33K 0.03% 132
2023
Q1 		$282K Sell
5,145
-10
-0.2% -$563 0.03% 131
2022
Q4 		$260K Buy
5,155
+7
+0.1% +$342 0.03% 148
2022
Q3 		$226K Sell
5,148
-54
-1% -$2.74K 0.03% 133
2022
Q2 		$268K Buy
5,202
+24
+0.5% +$1.54K 0.03% 132
2022
Q1 		$330K Buy
5,178
+375
+8% +$22.6K 0.03% 128
2021
Q4 		$272K Hold
4,803
– – 0.03% 130
2021
Q3 		$276K Hold
4,803
– – 0.03% 114
2021
Q2 		$304K Hold
4,803
– – 0.03% 111
2021
Q1 		$307K Hold
4,803
– – 0.03% 108
2020
Q4 		$267K Sell
4,803
-458
-9% -$23.6K 0.03% 109
2020
Q3 		$248K Buy
+5,261
New +$236K 0.03% 113

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Edgemoor Investment Advisors's DOW Position: Q4 2024 in Review

Edgemoor Investment Advisors sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,675 shares — an estimated $255K sold.

Edgemoor Investment Advisors first reported a position in DOW in Q3 2020 and held it in 17 quarters. The position peaked at $330K in Q1 2022. 1,424 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Edgemoor Investment Advisors reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 4,675 Dow Inc shares in Q4 2024, an estimated $255K.
  • Edgemoor Investment Advisors first reported a position in Dow Inc in Q3 2020 and held it in 17 quarters.
  • Edgemoor Investment Advisors's Dow Inc position peaked at $330K in Q1 2022.
  • 1,424 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Edgemoor Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.