Fidelity D&D Bancorp’s Dow Inc DOW Stock Holding History

Fidelity D&D Bancorp’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	-3,738	Closed	-$204K	–	111
2024 Q3	$204K	Buy	+3,738	New	+$197K	0.14%	103

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity D&D Bancorp's DOW Position: Q4 2024 in Review

Fidelity D&D Bancorp sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 3,738 shares — an estimated $204K sold.

Fidelity D&D Bancorp first reported a position in DOW in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

Fidelity D&D Bancorp reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
Fidelity D&D Bancorp sold 3,738 Dow Inc shares in Q4 2024, an estimated $204K.
Fidelity D&D Bancorp first reported a position in Dow Inc in Q3 2024 and held it in 1 quarter.
Fidelity D&D Bancorp's Dow Inc position peaked at $204K in Q3 2024.
1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Fidelity D&D Bancorp's 13F filing for Q4 2024, filed 21 Feb 2025.