Kowal Investment Group’s Dow Inc DOW Stock Holding History

Kowal 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
2024 Q3	$550K	Buy	10,067 +288	+3%	+$15.2K	0.1%	106
2024 Q2	$519K	Sell	9,779 -38	-0.4%	-$2.17K	0.1%	104
2024 Q1	$569K	Buy	9,817 +2,576	+36%	+$142K	0.12%	93
2023 Q4	$397K	Sell	7,241 -998	-12%	-$51K	0.09%	104
2023 Q3	$425K	Buy	8,239 +320	+4%	+$17.2K	0.11%	90
2023 Q2	$422K	Buy	7,919 +1,195	+18%	+$63.5K	0.11%	90
2023 Q1	$369K	Buy	6,724 +2,434	+57%	+$137K	0.1%	95
2022 Q4	$216K	Sell	4,290 -378	-8%	-$18.5K	0.06%	147
2022 Q3	$205K	Buy	4,668 +604	+15%	+$30.6K	0.07%	134
2022 Q2	$210K	Buy	+4,064	New	+$260K	0.07%	131
2021 Q4	–	Sell	-919	Closed	-$53K	–	341
2021 Q3	$53K	Buy	+919	New	+$56.3K	0.02%	234

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

Kowal Investment Group's DOW Position: Q3 2024 in Review

Kowal Investment Group increased its Dow Inc (DOW) stake by 2.9% in Q3 2024, buying an estimated $15.2K and bringing the position to 10,067 shares worth $550K. The position accounts for 0.1% of the portfolio, ranked #106.

Kowal Investment Group first reported a position in DOW in Q3 2021 and has held it in 11 quarters since. The position peaked at $569K in Q1 2024. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

Kowal Investment Group held 10,067 shares of Dow Inc worth $550K as of Q3 2024.
Kowal Investment Group bought 288 Dow Inc shares in Q3 2024, an estimated $15.2K.
Dow Inc made up 0.1% of Kowal Investment Group's portfolio in Q3 2024, its #106 holding.
Kowal Investment Group first reported a position in Dow Inc in Q3 2021 and has held it in 11 quarters since.
Kowal Investment Group's Dow Inc position peaked at $569K in Q1 2024.
1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.