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Family Management’s Dow Inc DOW Stock Holding History

Family Management’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
2022
Q3 		– Sell
-3,975
Closed -$205K – 164
2022
Q2 		$205K Sell
3,975
-177
-4% -$11.3K 0.06% 143
2022
Q1 		$265K Hold
4,152
– – 0.07% 137
2021
Q4 		$236K Hold
4,152
– – 0.06% 153
2021
Q3 		$239K Sell
4,152
-498
-11% -$30.5K 0.07% 148
2021
Q2 		$294K Buy
+4,650
New +$307K 0.08% 139
2020
Q1 		– Sell
-4,612
Closed -$252K – 166
2019
Q4 		$252K Buy
+4,612
New +$238K 0.09% 130

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Family Management's DOW Position: Q3 2022 in Review

Family Management sold out of Dow Inc (DOW) in Q3 2022, closing a stake of 3,975 shares — an estimated $205K sold.

Family Management first reported a position in DOW in Q4 2019 and held it in 6 quarters. The position peaked at $294K in Q2 2021. 1,434 funds tracked by Wall St. Rank hold DOW as of Q3 2022.

  • Family Management reported no remaining Dow Inc position as of Q3 2022 after selling out during the quarter.
  • Family Management sold 3,975 Dow Inc shares in Q3 2022, an estimated $205K.
  • Family Management first reported a position in Dow Inc in Q4 2019 and held it in 6 quarters.
  • Family Management's Dow Inc position peaked at $294K in Q2 2021.
  • 1,434 funds tracked by Wall St. Rank held Dow Inc as of Q3 2022.

Based on Family Management's 13F filing for Q3 2022, filed 14 Nov 2022.