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Guardian Investment Management’s Dow Inc DOW Stock Holding History

Guardian 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
2022
Q3 		– Sell
-10,000
Closed -$516K – 55
2022
Q2 		$516K Sell
10,000
-911
-8% -$58.3K 0.45% 48
2022
Q1 		$695K Sell
10,911
-250
-2% -$15.1K 0.54% 49
2021
Q4 		$633K Hold
11,161
– – 0.44% 45
2021
Q3 		$542K Sell
11,161
-8,087
-42% -$495K 0.4% 51
2021
Q2 		$1.22M Hold
19,248
– – 0.83% 38
2021
Q1 		$1.23M Buy
19,248
+1,859
+11% +$111K 0.87% 37
2020
Q4 		$965K Buy
+17,389
New +$898K 0.73% 40

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Guardian Investment Management's DOW Position: Q3 2022 in Review

Guardian Investment Management sold out of Dow Inc (DOW) in Q3 2022, closing a stake of 10,000 shares — an estimated $516K sold.

Guardian Investment Management first reported a position in DOW in Q4 2020 and held it in 7 quarters. The position peaked at $1.23M in Q1 2021. 1,434 funds tracked by Wall St. Rank hold DOW as of Q3 2022.

  • Guardian Investment Management reported no remaining Dow Inc position as of Q3 2022 after selling out during the quarter.
  • Guardian Investment Management sold 10,000 Dow Inc shares in Q3 2022, an estimated $516K.
  • Guardian Investment Management first reported a position in Dow Inc in Q4 2020 and held it in 7 quarters.
  • Guardian Investment Management's Dow Inc position peaked at $1.23M in Q1 2021.
  • 1,434 funds tracked by Wall St. Rank held Dow Inc as of Q3 2022.

Based on Guardian Investment Management's 13F filing for Q3 2022, filed 12 Oct 2022.