KIG
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Kessler Investment Group’s Dow Inc DOW Stock Holding History

Kessler Investment Group’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
-78,818
Closed -$4.32M – 177
2023
Q1 		$4.32M Buy
+78,818
New +$4.43M 2.92% 15
2022
Q4 		– Sell
-703
Closed -$31K – 165
2022
Q3 		$31K Sell
703
-115,576
-99% -$5.86M 0.03% 104
2022
Q2 		$6M Buy
116,279
+1,174
+1% +$75.2K 5.27% 4
2022
Q1 		$7.33M Buy
115,105
+3,509
+3% +$212K 4.26% 3
2021
Q4 		$6.33M Buy
111,596
+37,600
+51% +$2.14M 3.56% 11
2021
Q3 		$4.26M Buy
73,996
+14,716
+25% +$901K 3.02% 12
2021
Q2 		$3.75M Buy
59,280
+107
+0.2% +$7.07K 2.98% 12
2021
Q1 		$3.78M Buy
59,173
+2,059
+4% +$123K 4.98% 6
2020
Q4 		$3.17M Sell
57,114
-334
-0.6% -$17.2K 3.4% 12
2020
Q3 		$2.7M Buy
+57,448
New +$2.58M 3.03% 12

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kessler Investment Group's DOW Position: Q2 2023 in Review

Kessler Investment Group sold out of Dow Inc (DOW) in Q2 2023, closing a stake of 78,818 shares — an estimated $4.32M sold.

Kessler Investment Group first reported a position in DOW in Q3 2020 and held it in 10 quarters. The position peaked at $7.33M in Q1 2022. 1,512 funds tracked by Wall St. Rank hold DOW as of Q2 2023.

  • Kessler Investment Group reported no remaining Dow Inc position as of Q2 2023 after selling out during the quarter.
  • Kessler Investment Group sold 78,818 Dow Inc shares in Q2 2023, an estimated $4.32M.
  • Kessler Investment Group first reported a position in Dow Inc in Q3 2020 and held it in 10 quarters.
  • Kessler Investment Group's Dow Inc position peaked at $7.33M in Q1 2022.
  • 1,512 funds tracked by Wall St. Rank held Dow Inc as of Q2 2023.

Based on Kessler Investment Group's 13F filing for Q2 2023, filed 24 Jul 2023.