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H.L. Ormond & Company’s Dow Inc DOW Stock Holding History

H.L. Ormond & Company’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 		$558K Sell
12,700
-205
-2% -$10.4K 0.89% 57
2022
Q2 		$666K Sell
12,905
-1,363
-10% -$87.3K 1.08% 45
2022
Q1 		$909K Sell
14,268
-52
-0.4% -$3.14K 1.11% 41
2021
Q4 		$875K Buy
+14,320
New +$816K 1.03% 42

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

H.L. Ormond & Company's DOW Position: Q3 2022 in Review

H.L. Ormond & Company reduced its Dow Inc (DOW) stake by 1.6% in Q3 2022, selling an estimated $10.4K and leaving 12,700 shares worth $558K. The position accounts for 0.89% of the portfolio, ranked #57.

H.L. Ormond & Company first reported a position in DOW in Q4 2021 and has held it in 4 quarters since. The position peaked at $909K in Q1 2022. 1,432 funds tracked by Wall St. Rank hold DOW as of Q3 2022.

  • H.L. Ormond & Company held 12,700 shares of Dow Inc worth $558K as of Q3 2022.
  • H.L. Ormond & Company sold 205 Dow Inc shares in Q3 2022, an estimated $10.4K.
  • Dow Inc made up 0.89% of H.L. Ormond & Company's portfolio in Q3 2022, its #57 holding.
  • H.L. Ormond & Company first reported a position in Dow Inc in Q4 2021 and has held it in 4 quarters since.
  • H.L. Ormond & Company's Dow Inc position peaked at $909K in Q1 2022.
  • 1,432 funds tracked by Wall St. Rank held Dow Inc as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.