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Greystone Financial Group’s Dow Inc DOW Stock Holding History

Greystone Financial Group’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
-222,554
Closed -$12.2M – 98
2024
Q3 		$12.2M Buy
222,554
+37,594
+20% +$1.98M 2.17% 16
2024
Q2 		$9.81M Sell
184,960
-2,254
-1% -$129K 1.92% 18
2024
Q1 		$10.8M Buy
187,214
+17,513
+10% +$968K 2.16% 12
2023
Q4 		$9.31M Buy
169,701
+8,062
+5% +$412K 2.15% 14
2023
Q3 		$8.33M Buy
161,639
+20,205
+14% +$1.08M 2.08% 17
2023
Q2 		$7.53M Sell
141,434
-1,742
-1% -$92.6K 1.75% 22
2023
Q1 		$7.85M Sell
143,176
-9
-0% -$506 1.98% 19
2022
Q4 		$7.22M Buy
143,185
+1,095
+0.8% +$53.5K 2.12% 30
2022
Q3 		$6.24M Buy
+142,090
New +$7.2M 2.12% 31

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

Greystone Financial Group's DOW Position: Q4 2024 in Review

Greystone Financial Group sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 222,554 shares — an estimated $12.2M sold.

Greystone Financial Group first reported a position in DOW in Q3 2022 and held it in 9 quarters. The position peaked at $12.2M in Q3 2024. 1,422 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Greystone Financial Group reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Greystone Financial Group sold 222,554 Dow Inc shares in Q4 2024, an estimated $12.2M.
  • Greystone Financial Group first reported a position in Dow Inc in Q3 2022 and held it in 9 quarters.
  • Greystone Financial Group's Dow Inc position peaked at $12.2M in Q3 2024.
  • 1,422 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Greystone Financial Group's 13F filing for Q4 2024, filed 3 Feb 2025.