Lafayette Investments’s Dow Inc DOW Stock Holding History

Lafayette Investments’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 Q4	–	Sell	-4,250	Closed	-$232K	–	150
2024 Q3	$232K	Hold	4,250	–	–	0.05%	132
2024 Q2	$225K	Hold	4,250	–	–	0.05%	129
2024 Q1	$246K	Hold	4,250	–	–	0.06%	120
2023 Q4	$233K	Sell	4,250 -16	-0.4%	-$817	0.06%	119
2023 Q3	$220K	Sell	4,266 -734	-15%	-$39.4K	0.06%	116
2023 Q2	$266K	Sell	5,000 -166	-3%	-$8.82K	0.07%	104
2023 Q1	$283K	Hold	5,166	–	–	0.08%	99
2022 Q4	$260K	Hold	5,166	–	–	0.07%	101
2022 Q3	$227K	Buy	5,166 +500	+11%	+$25.4K	0.07%	105
2022 Q2	$241K	Hold	4,666	–	–	0.07%	105
2022 Q1	$297K	Hold	4,666	–	–	0.07%	102
2021 Q4	$265K	Buy	4,666 +1,000	+27%	+$57K	0.07%	111
2021 Q3	$211K	Hold	3,666	–	–	0.06%	122
2021 Q2	$232K	Buy	+3,666	New	+$242K	0.06%	110

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lafayette Investments's DOW Position: Q4 2024 in Review

Lafayette Investments sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,250 shares — an estimated $232K sold.

Lafayette Investments first reported a position in DOW in Q2 2021 and held it in 14 quarters. The position peaked at $297K in Q1 2022. 1,424 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

Lafayette Investments reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
Lafayette Investments sold 4,250 Dow Inc shares in Q4 2024, an estimated $232K.
Lafayette Investments first reported a position in Dow Inc in Q2 2021 and held it in 14 quarters.
Lafayette Investments's Dow Inc position peaked at $297K in Q1 2022.
1,424 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Lafayette Investments's 13F filing for Q4 2024, filed 13 Feb 2025.