Laffer Tengler Investments’s Dow Inc DOW Stock Holding History

Laffer Tengler 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 Q3	–	Sell	-1,372	Closed	-$72.8K	–	228
2024 Q2	$72.8K	Hold	1,372	–	–	0.02%	231
2024 Q1	$79.5K	Hold	1,372	–	–	0.02%	213
2023 Q4	$75.2K	Hold	1,372	–	–	0.02%	193
2023 Q3	$70.7K	Hold	1,372	–	–	0.02%	194
2023 Q2	$73.1K	Hold	1,372	–	–	0.02%	275
2023 Q1	$75.2K	Hold	1,372	–	–	0.02%	287
2022 Q4	$69.1K	Hold	1,372	–	–	0.02%	289
2022 Q3	$60.3K	Hold	1,372	–	–	0.02%	256
2022 Q2	$70.8K	Hold	1,372	–	–	0.02%	243
2022 Q1	$87.4K	Hold	1,372	–	–	0.03%	262
2021 Q4	$77.8K	Sell	1,372 -597	-30%	-$34K	0.02%	268
2021 Q3	$113K	Buy	+1,969	New	+$121K	0.03%	268
2021 Q2	–	Sell	-1,969	Closed	-$126K	–	349
2021 Q1	$126K	Hold	1,969	–	–	0.05%	209
2020 Q4	$109K	Hold	1,969	–	–	0.05%	198
2020 Q3	$92.6K	Buy	1,969 +597	+44%	+$26.8K	0.05%	176
2020 Q2	$55.9K	Buy	+1,372	New	+$50.2K	0.03%	199

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Norges Bank Oslo, Norway $1T AUM

Laffer Tengler Investments's DOW Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 1,372 shares — an estimated $72.8K sold.

Laffer Tengler Investments first reported a position in DOW in Q2 2020 and held it in 16 quarters. The position peaked at $126K in Q1 2021. 1,496 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

Laffer Tengler Investments reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
Laffer Tengler Investments sold 1,372 Dow Inc shares in Q3 2024, an estimated $72.8K.
Laffer Tengler Investments first reported a position in Dow Inc in Q2 2020 and held it in 16 quarters.
Laffer Tengler Investments's Dow Inc position peaked at $126K in Q1 2021.
1,496 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.