Institutional & Family Asset Management’s Dow Inc DOW Stock Holding History

Institutional & Family Asset 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
2024 Q2	$24.2K	Hold	457	–	–	﹤0.01%	316
2024 Q1	$26.5K	Hold	457	–	–	﹤0.01%	303
2023 Q4	$25.1K	Hold	457	–	–	﹤0.01%	300
2023 Q3	$23.6K	Hold	457	–	–	﹤0.01%	289
2023 Q2	$24.3K	Hold	457	–	–	﹤0.01%	291
2023 Q1	$25.1K	Hold	457	–	–	﹤0.01%	280
2022 Q4	$23K	Hold	457	–	–	﹤0.01%	292
2022 Q3	$20K	Hold	457	–	–	﹤0.01%	309
2022 Q2	$24K	Hold	457	–	–	﹤0.01%	296
2022 Q1	$29K	Hold	457	–	–	﹤0.01%	312
2021 Q4	$26K	Sell	457 -80	-15%	-$4.56K	﹤0.01%	339
2021 Q3	$31K	Sell	537 -100	-16%	-$6.12K	0.01%	398
2021 Q2	$40K	Hold	637	–	–	0.01%	368
2021 Q1	$41K	Sell	637 -245	-28%	-$14.7K	0.01%	382
2020 Q4	$49K	Sell	882 -967	-52%	-$49.9K	0.01%	323
2020 Q3	$87K	Sell	1,849 -57	-3%	-$2.56K	0.02%	233
2020 Q2	$78K	Buy	1,906 +69	+4%	+$2.53K	0.02%	262
2020 Q1	$54K	Buy	1,837 +1,340	+270%	+$57K	0.01%	266
2019 Q4	$27K	Hold	497	–	–	0.01%	395
2019 Q3	$24K	Sell	497 -66	-12%	-$3.09K	0.01%	376
2019 Q2	$28K	Buy	+563	New	+$29.7K	0.01%	376

Other funds holding DOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 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

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Institutional & Family Asset Management's DOW Position: Q2 2024 in Review

Institutional & Family Asset Management held its Dow Inc (DOW) position steady in Q2 2024 at 457 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Institutional & Family Asset Management first reported a position in DOW in Q2 2019 and has held it in 21 quarters since. The position peaked at $87K in Q3 2020. 1,545 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

Institutional & Family Asset Management held 457 shares of Dow Inc worth $24.2K as of Q2 2024.
Institutional & Family Asset Management left its Dow Inc share count unchanged in Q2 2024.
Dow Inc made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #316 holding.
Institutional & Family Asset Management first reported a position in Dow Inc in Q2 2019 and has held it in 21 quarters since.
Institutional & Family Asset Management's Dow Inc position peaked at $87K in Q3 2020.
1,545 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.