EFG
DOW icon

Embree Financial Group’s Dow Inc DOW Stock Holding History

Embree Financial 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 		– Sell
-6,769
Closed -$370K – 198
2024
Q3 		$370K Sell
6,769
-862
-11% -$45.5K 0.07% 137
2024
Q2 		$405K Sell
7,631
-148
-2% -$8.46K 0.08% 126
2024
Q1 		$451K Sell
7,779
-2,587
-25% -$143K 0.09% 125
2023
Q4 		$568K Buy
+10,366
New +$530K 0.12% 100

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

Embree Financial Group's DOW Position: Q4 2024 in Review

Embree Financial Group sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 6,769 shares — an estimated $370K sold.

Embree Financial Group first reported a position in DOW in Q4 2023 and held it in 4 quarters. The position peaked at $568K in Q4 2023. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Embree Financial Group reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Embree Financial Group sold 6,769 Dow Inc shares in Q4 2024, an estimated $370K.
  • Embree Financial Group first reported a position in Dow Inc in Q4 2023 and held it in 4 quarters.
  • Embree Financial Group's Dow Inc position peaked at $568K in Q4 2023.
  • 1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Embree Financial Group's 13F filing for Q4 2024, filed 21 Jan 2025.