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Freedom Investment Management’s Dow Inc DOW Stock Holding History

Freedom 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
-7,034
Closed -$384K – 766
2024
Q3 		$384K Buy
7,034
+399
+6% +$21.1K 0.03% 514
2024
Q2 		$352K Sell
6,635
-3,787
-36% -$216K 0.03% 527
2024
Q1 		$604K Buy
10,422
+647
+7% +$35.8K 0.05% 391
2023
Q4 		$536K Buy
9,775
+743
+8% +$38K 0.04% 415
2023
Q3 		$466K Buy
9,032
+739
+9% +$39.7K 0.06% 379
2023
Q2 		$442K Buy
8,293
+2,430
+41% +$129K 0.05% 435
2023
Q1 		$321K Sell
5,863
-956
-14% -$53.8K 0.04% 533
2022
Q4 		$344K Buy
6,819
+739
+12% +$36.1K 0.04% 542
2022
Q3 		$267K Sell
6,080
-138
-2% -$7K 0.03% 596
2022
Q2 		$321K Buy
+6,218
New +$398K 0.03% 573

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 $1.88T 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

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

Freedom Investment Management sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 7,034 shares — an estimated $384K sold.

Freedom Investment Management first reported a position in DOW in Q2 2022 and held it in 10 quarters. The position peaked at $604K in Q1 2024. 1,422 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Freedom Investment Management reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Freedom Investment Management sold 7,034 Dow Inc shares in Q4 2024, an estimated $384K.
  • Freedom Investment Management first reported a position in Dow Inc in Q2 2022 and held it in 10 quarters.
  • Freedom Investment Management's Dow Inc position peaked at $604K in Q1 2024.
  • 1,422 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

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