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Fernwood Investment Management’s Dow Inc DOW Stock Holding History

Fernwood Investment 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
2024
Q4 		– Sell
-6,343
Closed -$347K – 175
2024
Q3 		$347K Hold
6,343
– – 0.11% 144
2024
Q2 		$336K Hold
6,343
– – 0.1% 149
2024
Q1 		$367K Hold
6,343
– – 0.11% 149
2023
Q4 		$348K Sell
6,343
-300
-5% -$15.3K 0.11% 142
2023
Q3 		$343K Hold
6,643
– – 0.12% 139
2023
Q2 		$354K Hold
6,643
– – 0.13% 139
2023
Q1 		$364K Hold
6,643
– – 0.14% 140
2022
Q4 		$335K Hold
6,643
– – 0.14% 142
2022
Q3 		$292K Hold
6,643
– – 0.12% 144
2022
Q2 		$343K Sell
6,643
-100
-1% -$6.4K 0.15% 134
2022
Q1 		$430K Hold
6,743
– – 0.15% 136
2021
Q4 		$382K Sell
6,743
-200
-3% -$11.4K 0.12% 153
2021
Q3 		$400K Hold
6,943
– – 0.14% 143
2021
Q2 		$439K Buy
6,943
+200
+3% +$13.2K 0.15% 141
2021
Q1 		$431K Buy
6,743
+200
+3% +$12K 0.16% 134
2020
Q4 		$363K Sell
6,543
-150
-2% -$7.74K 0.14% 141
2020
Q3 		$315K Hold
6,693
– – 0.15% 135
2020
Q2 		$273K Sell
6,693
-266
-4% -$9.74K 0.14% 135
2020
Q1 		$203K Sell
6,959
-500
-7% -$21.3K 0.13% 135
2019
Q4 		$408K Sell
7,459
-200
-3% -$10.3K 0.2% 109
2019
Q3 		$365K Buy
7,659
+200
+3% +$9.36K 0.18% 122
2019
Q2 		$368K Buy
+7,459
New +$394K 0.2% 103

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 $3.37T AUM 44.26% 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 $1.61T 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

Fernwood Investment Management's DOW Position: Q4 2024 in Review

Fernwood Investment Management sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 6,343 shares — an estimated $347K sold.

Fernwood Investment Management first reported a position in DOW in Q2 2019 and held it in 22 quarters. The position peaked at $439K in Q2 2021. 1,420 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Fernwood Investment Management reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 6,343 Dow Inc shares in Q4 2024, an estimated $347K.
  • Fernwood Investment Management first reported a position in Dow Inc in Q2 2019 and held it in 22 quarters.
  • Fernwood Investment Management's Dow Inc position peaked at $439K in Q2 2021.
  • 1,420 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.