Girard Partners’s Dow Inc DOW Stock Holding History

Girard Partners’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
2019 Q4	–	Sell	-5,390	Closed	-$256K	–	229
2019 Q3	$256K	Sell	5,390 -4,087	-43%	-$191K	0.05%	193
2019 Q2	$467K	Buy	+9,477	New	+$500K	0.08%	156

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Girard Partners's DOW Position: Q4 2019 in Review

Girard Partners sold out of Dow Inc (DOW) in Q4 2019, closing a stake of 5,390 shares — an estimated $256K sold.

Girard Partners first reported a position in DOW in Q2 2019 and held it in 2 quarters. The position peaked at $467K in Q2 2019. 1,300 funds tracked by Wall St. Rank hold DOW as of Q4 2019.

Girard Partners reported no remaining Dow Inc position as of Q4 2019 after selling out during the quarter.
Girard Partners sold 5,390 Dow Inc shares in Q4 2019, an estimated $256K.
Girard Partners first reported a position in Dow Inc in Q2 2019 and held it in 2 quarters.
Girard Partners's Dow Inc position peaked at $467K in Q2 2019.
1,300 funds tracked by Wall St. Rank held Dow Inc as of Q4 2019.

Based on Girard Partners's 13F filing for Q4 2019, filed 3 Feb 2020.