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Fort Sheridan Advisors’s Dow Inc DOW Stock Holding History

Fort Sheridan Advisors’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
-5,776
Closed -$316K – 248
2024
Q3 		$316K Buy
5,776
+82
+1% +$4.33K 0.05% 196
2024
Q2 		$302K Sell
5,694
-170
-3% -$9.71K 0.05% 189
2024
Q1 		$340K Buy
5,864
+23
+0.4% +$1.27K 0.06% 159
2023
Q4 		$320K Buy
5,841
+881
+18% +$45K 0.06% 153
2023
Q3 		$256K Sell
4,960
-1,027
-17% -$55.1K 0.06% 157
2023
Q2 		$319K Buy
5,987
+748
+14% +$39.8K 0.07% 147
2023
Q1 		$287K Buy
5,239
+634
+14% +$35.7K 0.07% 155
2022
Q4 		$232K Sell
4,605
-500
-10% -$24.4K 0.08% 158
2022
Q3 		$224K Sell
5,105
-1,110
-18% -$56.3K 0.08% 164
2022
Q2 		$321K Hold
6,215
– – 0.1% 126
2022
Q1 		$396K Buy
6,215
+326
+6% +$19.7K 0.12% 114
2021
Q4 		$334K Buy
5,889
+466
+9% +$26.6K 0.1% 139
2021
Q3 		$312K Sell
5,423
-129
-2% -$7.9K 0.1% 137
2021
Q2 		$351K Buy
5,552
+1,110
+25% +$73.3K 0.12% 123
2021
Q1 		$284K Buy
+4,442
New +$266K 0.11% 120
2020
Q1 		– Sell
-5,215
Closed -$285K – 105
2019
Q4 		$285K Buy
5,215
+824
+19% +$42.6K 0.15% 80
2019
Q3 		$209K Buy
+4,391
New +$206K 0.12% 90

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
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 $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fort Sheridan Advisors's DOW Position: Q4 2024 in Review

Fort Sheridan Advisors sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 5,776 shares — an estimated $316K sold.

Fort Sheridan Advisors first reported a position in DOW in Q3 2019 and held it in 17 quarters. The position peaked at $396K in Q1 2022. 1,424 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Fort Sheridan Advisors reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Fort Sheridan Advisors sold 5,776 Dow Inc shares in Q4 2024, an estimated $316K.
  • Fort Sheridan Advisors first reported a position in Dow Inc in Q3 2019 and held it in 17 quarters.
  • Fort Sheridan Advisors's Dow Inc position peaked at $396K in Q1 2022.
  • 1,424 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Fort Sheridan Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.