JIR
DOW icon

James Investment Research’s Dow Inc DOW Stock Holding History

James Investment Research’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
2023
Q2 		– Sell
-168
Closed -$9K – 339
2023
Q1 		$9K Hold
168
– – ﹤0.01% 482
2022
Q4 		$8K Buy
+168
New +$8.21K ﹤0.01% 484
2020
Q1 		– Sell
-79
Closed -$4K – 490
2019
Q4 		$4K Hold
79
– – ﹤0.01% 476
2019
Q3 		$4K Hold
79
– – ﹤0.01% 532
2019
Q2 		$4K Buy
+79
New +$4.17K ﹤0.01% 624

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
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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

James Investment Research's DOW Position: Q2 2023 in Review

James Investment Research sold out of Dow Inc (DOW) in Q2 2023, closing a stake of 168 shares — an estimated $9K sold.

James Investment Research first reported a position in DOW in Q2 2019 and held it in 5 quarters. The position peaked at $9K in Q1 2023. 1,514 funds tracked by Wall St. Rank hold DOW as of Q2 2023.

  • James Investment Research reported no remaining Dow Inc position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 168 Dow Inc shares in Q2 2023, an estimated $9K.
  • James Investment Research first reported a position in Dow Inc in Q2 2019 and held it in 5 quarters.
  • James Investment Research's Dow Inc position peaked at $9K in Q1 2023.
  • 1,514 funds tracked by Wall St. Rank held Dow Inc as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.