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Homrich & Berg’s Dow Inc DOW Stock Holding History

Homrich & Berg’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
2021
Q3 		$228K Buy
3,963
+2
+0.1% +$122 0.01% 415
2021
Q2 		$251K Buy
+3,961
New +$262K 0.01% 404
2019
Q4 		– Sell
-5,140
Closed -$245K – 366
2019
Q3 		$245K Sell
5,140
-83
-2% -$3.88K 0.01% 304
2019
Q2 		$258K Buy
+5,223
New +$276K 0.01% 301

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Homrich & Berg's DOW Position: Q3 2021 in Review

Homrich & Berg increased its Dow Inc (DOW) stake by 0.05% in Q3 2021, buying an estimated $122 and bringing the position to 3,963 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #415.

Homrich & Berg first reported a position in DOW in Q2 2019 and has held it in 4 quarters since. The position peaked at $258K in Q2 2019. 1,383 funds tracked by Wall St. Rank hold DOW as of Q3 2021.

  • Homrich & Berg held 3,963 shares of Dow Inc worth $228K as of Q3 2021.
  • Homrich & Berg bought 2 Dow Inc shares in Q3 2021, an estimated $122.
  • Dow Inc made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #415 holding.
  • Homrich & Berg first reported a position in Dow Inc in Q2 2019 and has held it in 4 quarters since.
  • Homrich & Berg's Dow Inc position peaked at $258K in Q2 2019.
  • 1,383 funds tracked by Wall St. Rank held Dow Inc as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.