Joel Isaacson & Co’s Dow Inc DOW Stock Holding History

Joel Isaacson & 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 Q3	–	Sell	-4,022	Closed	-$213K	–	375
2024 Q2	$213K	Buy	+4,022	New	+$230K	0.01%	322

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

Joel Isaacson & Co's DOW Position: Q3 2024 in Review

Joel Isaacson & Co sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 4,022 shares — an estimated $213K sold.

Joel Isaacson & Co first reported a position in DOW in Q2 2024 and held it in 1 quarter. The position peaked at $213K in Q2 2024. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

Joel Isaacson & Co reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
Joel Isaacson & Co sold 4,022 Dow Inc shares in Q3 2024, an estimated $213K.
Joel Isaacson & Co first reported a position in Dow Inc in Q2 2024 and held it in 1 quarter.
Joel Isaacson & Co's Dow Inc position peaked at $213K in Q2 2024.
1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Joel Isaacson & Co's 13F filing for Q3 2024, filed 23 Oct 2024.