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Horan Capital Advisors’s Dow Inc DOW Stock Holding History

Horan Capital Advisors’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
Q1 		– Sell
-42,621
Closed -$2.34M – 118
2023
Q4 		$2.34M Sell
42,621
-1,066
-2% -$54.5K 0.86% 45
2023
Q3 		$2.25M Sell
43,687
-1,572
-3% -$84.4K 0.91% 41
2023
Q2 		$2.41M Buy
45,259
+340
+0.8% +$18.1K 0.94% 36
2023
Q1 		$2.46M Buy
44,919
+309
+0.7% +$17.4K 1.02% 36
2022
Q4 		$2.25M Buy
44,610
+388
+0.9% +$19K 0.99% 41
2022
Q3 		$1.94M Buy
44,222
+608
+1% +$30.8K 0.94% 42
2022
Q2 		$2.25M Buy
43,614
+500
+1% +$32K 1.05% 43
2022
Q1 		$2.75M Buy
43,114
+526
+1% +$31.7K 1.11% 36
2021
Q4 		$2.42M Buy
42,588
+186
+0.4% +$10.6K 0.96% 39
2021
Q3 		$2.44M Buy
42,402
+1,359
+3% +$83.2K 1.08% 38
2021
Q2 		$2.6M Buy
41,043
+1,145
+3% +$75.6K 1.17% 35
2021
Q1 		$2.55M Buy
39,898
+25
+0.1% +$1.5K 1.22% 34
2020
Q4 		$2.21M Buy
39,873
+2,192
+6% +$113K 1.15% 37
2020
Q3 		$1.77M Sell
37,681
-578
-2% -$26K 1% 37
2020
Q2 		$1.56M Buy
38,259
+172
+0.5% +$6.3K 1.05% 39
2020
Q1 		$1.11M Sell
38,087
-101
-0.3% -$4.29K 0.89% 44
2019
Q4 		$2.09M Sell
38,188
-2,129
-5% -$110K 1.24% 36
2019
Q3 		$1.92M Sell
40,317
-261
-0.6% -$12.2K 1.17% 41
2019
Q2 		$2M Buy
+40,578
New +$2.14M 1.35% 38

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Horan Capital Advisors's DOW Position: Q1 2024 in Review

Horan Capital Advisors sold out of Dow Inc (DOW) in Q1 2024, closing a stake of 42,621 shares — an estimated $2.34M sold.

Horan Capital Advisors first reported a position in DOW in Q2 2019 and held it in 19 quarters. The position peaked at $2.75M in Q1 2022. 1,612 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

  • Horan Capital Advisors reported no remaining Dow Inc position as of Q1 2024 after selling out during the quarter.
  • Horan Capital Advisors sold 42,621 Dow Inc shares in Q1 2024, an estimated $2.34M.
  • Horan Capital Advisors first reported a position in Dow Inc in Q2 2019 and held it in 19 quarters.
  • Horan Capital Advisors's Dow Inc position peaked at $2.75M in Q1 2022.
  • 1,612 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on Horan Capital Advisors's 13F filing for Q1 2024, filed 1 May 2024.