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Great Diamond Partners’s Dow Inc DOW Stock Holding History

Great Diamond 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
2024
Q4 		– Sell
-3,888
Closed -$212K – 190
2024
Q3 		$212K Sell
3,888
-109
-3% -$5.75K 0.05% 184
2024
Q2 		$212K Hold
3,997
– – 0.05% 202
2024
Q1 		$232K Sell
3,997
-200
-5% -$11.1K 0.05% 205
2023
Q4 		$230K Sell
4,197
-209
-5% -$10.7K 0.06% 211
2023
Q3 		$227K Buy
4,406
+313
+8% +$16.8K 0.06% 206
2023
Q2 		$218K Hold
4,093
– – 0.06% 207
2023
Q1 		$224K Sell
4,093
-53
-1% -$2.98K 0.07% 205
2022
Q4 		$209K Buy
+4,146
New +$203K 0.06% 206
2022
Q3 		– Sell
-4,459
Closed -$230K – 200
2022
Q2 		$230K Hold
4,459
– – 0.08% 190
2022
Q1 		$284K Hold
4,459
– – 0.08% 180
2021
Q4 		$252K Sell
4,459
-28
-0.6% -$1.6K 0.06% 192
2021
Q3 		$258K Buy
4,487
+28
+0.6% +$1.71K 0.07% 179
2021
Q2 		$282K Hold
4,459
– – 0.08% 165
2021
Q1 		$285K Sell
4,459
-100
-2% -$5.98K 0.09% 155
2020
Q4 		$253K Sell
4,559
-752
-14% -$38.8K 0.08% 156
2020
Q3 		$249K Buy
5,311
+313
+6% +$14.1K 0.09% 138
2020
Q2 		$203K Buy
+4,998
New +$183K 0.08% 143
2020
Q1 		– Sell
-4,891
Closed -$267K – 253
2019
Q4 		$267K Buy
+4,891
New +$253K 0.1% 123

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

Great Diamond Partners's DOW Position: Q4 2024 in Review

Great Diamond Partners sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 3,888 shares — an estimated $212K sold.

Great Diamond Partners first reported a position in DOW in Q4 2019 and held it in 18 quarters. The position peaked at $285K in Q1 2021. 1,421 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Great Diamond Partners reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Great Diamond Partners sold 3,888 Dow Inc shares in Q4 2024, an estimated $212K.
  • Great Diamond Partners first reported a position in Dow Inc in Q4 2019 and held it in 18 quarters.
  • Great Diamond Partners's Dow Inc position peaked at $285K in Q1 2021.
  • 1,421 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Great Diamond Partners's 13F filing for Q4 2024, filed 23 Jan 2025.