Jay A. Fishman Ltd’s Dow Inc DOW Stock Holding History

Jay A. Fishman Ltd’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 Q3	–	Sell	-4,000	Closed	-$212K	–	87
2024 Q2	$212K	Hold	4,000	–	–	0.02%	82
2024 Q1	$232K	Hold	4,000	–	–	0.03%	83
2023 Q4	$219K	Hold	4,000	–	–	0.03%	86
2023 Q3	$206K	Hold	4,000	–	–	0.03%	91
2023 Q2	$213K	Buy	+4,000	New	+$213K	0.03%	93

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Jay A. Fishman Ltd's DOW Position: Q3 2024 in Review

Jay A. Fishman Ltd sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 4,000 shares — an estimated $212K sold.

Jay A. Fishman Ltd first reported a position in DOW in Q2 2023 and held it in 5 quarters. The position peaked at $232K in Q1 2024. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

Jay A. Fishman Ltd reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
Jay A. Fishman Ltd sold 4,000 Dow Inc shares in Q3 2024, an estimated $212K.
Jay A. Fishman Ltd first reported a position in Dow Inc in Q2 2023 and held it in 5 quarters.
Jay A. Fishman Ltd's Dow Inc position peaked at $232K in Q1 2024.
1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Jay A. Fishman Ltd's 13F filing for Q3 2024, filed 30 Oct 2024.