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Empire Financial Management Company’s Dow Inc DOW Stock Holding History

Empire Financial Management Company’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
-16,889
Closed -$923K – 205
2024
Q3 		$923K Hold
16,889
– – 0.28% 102
2024
Q2 		$896K Sell
16,889
-965
-5% -$55.1K 0.3% 100
2024
Q1 		$1.03M Sell
17,854
-34,787
-66% -$1.92M 0.34% 83
2023
Q4 		$2.89M Buy
52,641
+754
+1% +$38.5K 1.13% 23
2023
Q3 		$2.68M Sell
51,887
-3,801
-7% -$204K 1.17% 20
2023
Q2 		$2.97M Buy
55,688
+2,037
+4% +$108K 1.18% 23
2023
Q1 		$2.94M Buy
+53,651
New +$3.02M 1.2% 22

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

Empire Financial Management Company's DOW Position: Q4 2024 in Review

Empire Financial Management Company sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 16,889 shares — an estimated $923K sold.

Empire Financial Management Company first reported a position in DOW in Q1 2023 and held it in 7 quarters. The position peaked at $2.97M in Q2 2023. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Empire Financial Management Company reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Empire Financial Management Company sold 16,889 Dow Inc shares in Q4 2024, an estimated $923K.
  • Empire Financial Management Company first reported a position in Dow Inc in Q1 2023 and held it in 7 quarters.
  • Empire Financial Management Company's Dow Inc position peaked at $2.97M in Q2 2023.
  • 1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Empire Financial Management Company's 13F filing for Q4 2024, filed 14 Feb 2025.