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Essex Savings Bank’s Dow Inc DOW Stock Holding History

Essex Savings Bank’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
2025
Q1 		– Sell
-5,103
Closed -$205K – 303
2024
Q4 		$205K Sell
5,103
-562
-10% -$26.2K 0.05% 287
2024
Q3 		$309K Hold
5,665
– – 0.08% 210
2024
Q2 		$300K Sell
5,665
-215
-4% -$12.3K 0.08% 194
2024
Q1 		$322K Hold
5,880
– – 0.09% 184
2023
Q4 		$322K Sell
5,880
-429
-7% -$21.9K 0.09% 183
2023
Q3 		$325K Sell
6,309
-272
-4% -$14.6K 0.11% 158
2023
Q2 		$350K Buy
6,581
+370
+6% +$19.7K 0.12% 147
2023
Q1 		$340K Hold
6,211
– – 0.12% 156
2022
Q4 		$313K Buy
6,211
+1,388
+29% +$67.8K 0.11% 166
2022
Q3 		$212K Buy
4,823
+255
+6% +$12.9K 0.08% 198
2022
Q2 		$236K Hold
4,568
– – 0.09% 183
2022
Q1 		$291K Buy
4,568
+817
+22% +$49.3K 0.1% 176
2021
Q4 		$213K Hold
3,751
– – 0.07% 210
2021
Q3 		$236K Buy
3,751
+128
+4% +$7.83K 0.09% 193
2021
Q2 		$248K Hold
3,623
– – 0.1% 182
2021
Q1 		$214K Hold
3,623
– – 0.09% 186
2020
Q4 		$201K Buy
+3,623
New +$187K 0.09% 193
2020
Q1 		– Sell
-3,668
Closed -$201K – 151
2019
Q4 		$201K Buy
+3,668
New +$190K 0.1% 173
2019
Q3 		– Sell
-5,731
Closed -$282K – 292
2019
Q2 		$282K Buy
+5,731
New +$303K 0.1% 180

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Essex Savings Bank's DOW Position: Q1 2025 in Review

Essex Savings Bank sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 5,103 shares — an estimated $205K sold.

Essex Savings Bank first reported a position in DOW in Q2 2019 and held it in 19 quarters. The position peaked at $350K in Q2 2023. 1,344 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • Essex Savings Bank reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • Essex Savings Bank sold 5,103 Dow Inc shares in Q1 2025, an estimated $205K.
  • Essex Savings Bank first reported a position in Dow Inc in Q2 2019 and held it in 19 quarters.
  • Essex Savings Bank's Dow Inc position peaked at $350K in Q2 2023.
  • 1,344 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Essex Savings Bank's 13F filing for Q1 2025, filed 21 Apr 2025.