KCM
DOW icon

Kathmere Capital Management’s Dow Inc DOW Stock Holding History

Kathmere Capital 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
2023
Q4 		– Sell
-4,177
Closed -$215K – 298
2023
Q3 		$215K Sell
4,177
-1,620
-28% -$87K 0.03% 239
2023
Q2 		$309K Buy
5,797
+963
+20% +$51.2K 0.05% 166
2023
Q1 		$265K Buy
+4,834
New +$272K 0.04% 166
2021
Q1 		– Sell
-1,092
Closed -$61K – 208
2020
Q4 		$61K Buy
1,092
+11
+1% +$568 0.01% 227
2020
Q3 		$51K Buy
+1,081
New +$48.5K 0.01% 221

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kathmere Capital Management's DOW Position: Q4 2023 in Review

Kathmere Capital Management sold out of Dow Inc (DOW) in Q4 2023, closing a stake of 4,177 shares — an estimated $215K sold.

Kathmere Capital Management first reported a position in DOW in Q3 2020 and held it in 5 quarters. The position peaked at $309K in Q2 2023. 1,597 funds tracked by Wall St. Rank hold DOW as of Q4 2023.

  • Kathmere Capital Management reported no remaining Dow Inc position as of Q4 2023 after selling out during the quarter.
  • Kathmere Capital Management sold 4,177 Dow Inc shares in Q4 2023, an estimated $215K.
  • Kathmere Capital Management first reported a position in Dow Inc in Q3 2020 and held it in 5 quarters.
  • Kathmere Capital Management's Dow Inc position peaked at $309K in Q2 2023.
  • 1,597 funds tracked by Wall St. Rank held Dow Inc as of Q4 2023.

Based on Kathmere Capital Management's 13F filing for Q4 2023, filed 16 Apr 2024.