JMFC
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J.M. Forbes & Co’s Dow Inc DOW Stock Holding History

J.M. Forbes & Co’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
Q4 		– Sell
-4,915
Closed -$269K – 143
2024
Q3 		$269K Hold
4,915
– – 0.03% 129
2024
Q2 		$261K Hold
4,915
– – 0.03% 122
2024
Q1 		$285K Hold
4,915
– – 0.03% 117
2023
Q4 		$270K Sell
4,915
-134
-3% -$6.85K 0.03% 116
2023
Q3 		$260K Sell
5,049
-383
-7% -$20.6K 0.03% 117
2023
Q2 		$289K Buy
5,432
+84
+2% +$4.46K 0.04% 114
2023
Q1 		$293K Buy
5,348
+109
+2% +$6.13K 0.04% 95
2022
Q4 		$264K Buy
5,239
+91
+2% +$4.45K 0.04% 96
2022
Q3 		$226K Buy
5,148
+313
+6% +$15.9K 0.04% 102
2022
Q2 		$250K Sell
4,835
-161
-3% -$10.3K 0.04% 97
2022
Q1 		$318K Buy
4,996
+395
+9% +$23.8K 0.04% 95
2021
Q4 		$261K Hold
4,601
– – 0.03% 105
2021
Q3 		$265K Hold
4,601
– – 0.03% 99
2021
Q2 		$291K Hold
4,601
– – 0.04% 99
2021
Q1 		$294K Sell
4,601
-5
-0.1% -$299 0.04% 89
2020
Q4 		$256K Hold
4,606
– – 0.04% 92
2020
Q3 		$217K Buy
+4,606
New +$207K 0.03% 96
2020
Q1 		– Sell
-5,290
Closed -$290K – 95
2019
Q4 		$290K Sell
5,290
-76
-1% -$3.93K 0.05% 95
2019
Q3 		$255K Hold
5,366
– – 0.05% 92
2019
Q2 		$265K Buy
+5,366
New +$283K 0.05% 91

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 $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

J.M. Forbes & Co's DOW Position: Q4 2024 in Review

J.M. Forbes & Co sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,915 shares — an estimated $269K sold.

J.M. Forbes & Co first reported a position in DOW in Q2 2019 and held it in 20 quarters. The position peaked at $318K in Q1 2022. 1,421 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • J.M. Forbes & Co reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • J.M. Forbes & Co sold 4,915 Dow Inc shares in Q4 2024, an estimated $269K.
  • J.M. Forbes & Co first reported a position in Dow Inc in Q2 2019 and held it in 20 quarters.
  • J.M. Forbes & Co's Dow Inc position peaked at $318K in Q1 2022.
  • 1,421 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on J.M. Forbes & Co's 13F filing for Q4 2024, filed 28 Jan 2025.