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Gofen & Glossberg’s Dow Inc DOW Stock Holding History

Gofen & Glossberg’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
2022
Q4 		$1.15M Sell
22,850
-2,532
-10% -$124K 0.03% 229
2022
Q3 		$1.11M Sell
25,382
-478
-2% -$24.2K 0.03% 224
2022
Q2 		$1.33M Sell
25,860
-178
-0.7% -$11.4K 0.04% 215
2022
Q1 		$1.66M Sell
26,038
-506
-2% -$30.5K 0.04% 208
2021
Q4 		$1.51M Sell
26,544
-613
-2% -$35K 0.03% 212
2021
Q3 		$1.56M Sell
27,157
-1,055
-4% -$64.6K 0.04% 208
2021
Q2 		$1.78M Buy
28,212
+307
+1% +$20.3K 0.04% 199
2021
Q1 		$1.78M Sell
27,905
-1,458
-5% -$87.3K 0.05% 194
2020
Q4 		$1.63M Sell
29,363
-4,605
-14% -$238K 0.04% 195
2020
Q3 		$1.6M Sell
33,968
-4,446
-12% -$200K 0.05% 183
2020
Q2 		$1.57M Sell
38,414
-11,929
-24% -$437K 0.05% 177
2020
Q1 		$1.47M Sell
50,343
-5,003
-9% -$213K 0.06% 169
2019
Q4 		$3.03M Sell
55,346
-21,570
-28% -$1.11M 0.1% 136
2019
Q3 		$3.67M Sell
76,916
-26,101
-25% -$1.22M 0.12% 126
2019
Q2 		$5.08M Buy
+103,017
New +$5.44M 0.17% 110

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gofen & Glossberg's DOW Position: Q4 2022 in Review

Gofen & Glossberg reduced its Dow Inc (DOW) stake by 10% in Q4 2022, selling an estimated $124K and leaving 22,850 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #229.

Gofen & Glossberg first reported a position in DOW in Q2 2019 and has held it in 15 quarters since. The position peaked at $5.08M in Q2 2019. 1,521 funds tracked by Wall St. Rank hold DOW as of Q4 2022.

  • Gofen & Glossberg held 22,850 shares of Dow Inc worth $1.15M as of Q4 2022.
  • Gofen & Glossberg sold 2,532 Dow Inc shares in Q4 2022, an estimated $124K.
  • Dow Inc made up 0.03% of Gofen & Glossberg's portfolio in Q4 2022, its #229 holding.
  • Gofen & Glossberg first reported a position in Dow Inc in Q2 2019 and has held it in 15 quarters since.
  • Gofen & Glossberg's Dow Inc position peaked at $5.08M in Q2 2019.
  • 1,521 funds tracked by Wall St. Rank held Dow Inc as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.