Harel Insurance Investments & Financial Services’s Dow Inc DOW Stock Holding History

Harel Insurance Investments & Financial Services’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
2025 Q1	–	Sell	-120	Closed	-$5K	–	499
2024 Q4	$5K	Hold	120	–	–	﹤0.01%	452
2024 Q3	$7K	Hold	120	–	–	﹤0.01%	463
2024 Q2	$6K	Buy	+120	New	+$6.86K	﹤0.01%	501
2022 Q3	–	Sell	-52,220	Closed	-$2.69M	–	714
2022 Q2	$2.69M	Buy	52,220 +15,220	+41%	+$975K	0.06%	125
2022 Q1	$2.36M	Buy	+37,000	New	+$2.23M	0.04%	139
2021 Q3	–	Sell	-1,657	Closed	-$342K	–	706
2021 Q2	$342K	Buy	+1,657	New	+$109K	0.01%	521
2021 Q1	–	Sell	-24	Closed	-$1K	–	766
2020 Q4	$1K	Hold	24	–	–	﹤0.01%	708
2020 Q3	$1K	Hold	24	–	–	﹤0.01%	611
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	499
2020 Q1	$1K	Sell	24 -347	-94%	-$14.7K	﹤0.01%	423
2019 Q4	$20K	Buy	371 +347	+1,446%	+$17.9K	﹤0.01%	413
2019 Q3	$1K	Sell	24 -200	-89%	-$9.36K	﹤0.01%	483
2019 Q2	$11K	Buy	+224	New	+$11.8K	﹤0.01%	420

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harel Insurance Investments & Financial Services's DOW Position: Q1 2025 in Review

Harel Insurance Investments & Financial Services sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 120 shares — an estimated $5K sold.

Harel Insurance Investments & Financial Services first reported a position in DOW in Q2 2019 and held it in 13 quarters. The position peaked at $2.69M in Q2 2022. 1,344 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

Harel Insurance Investments & Financial Services reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 120 Dow Inc shares in Q1 2025, an estimated $5K.
Harel Insurance Investments & Financial Services first reported a position in Dow Inc in Q2 2019 and held it in 13 quarters.
Harel Insurance Investments & Financial Services's Dow Inc position peaked at $2.69M in Q2 2022.
1,344 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2025, filed 29 Apr 2025.