Lane & Associates’s Dow Inc DOW Stock Holding History

Lane & Associates’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 Q1	–	Sell	-4,185	Closed	-$211K	–	97
2022 Q4	$211K	Buy	+4,185	New	+$204K	0.2%	87

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lane & Associates's DOW Position: Q1 2023 in Review

Lane & Associates sold out of Dow Inc (DOW) in Q1 2023, closing a stake of 4,185 shares — an estimated $211K sold.

Lane & Associates first reported a position in DOW in Q4 2022 and held it in 1 quarter. The position peaked at $211K in Q4 2022. 1,541 funds tracked by Wall St. Rank hold DOW as of Q1 2023.

Lane & Associates reported no remaining Dow Inc position as of Q1 2023 after selling out during the quarter.
Lane & Associates sold 4,185 Dow Inc shares in Q1 2023, an estimated $211K.
Lane & Associates first reported a position in Dow Inc in Q4 2022 and held it in 1 quarter.
Lane & Associates's Dow Inc position peaked at $211K in Q4 2022.
1,541 funds tracked by Wall St. Rank held Dow Inc as of Q1 2023.

Based on Lane & Associates's 13F filing for Q1 2023, filed 12 Apr 2024.