Laurie J. Hall Trustee’s Dow Inc DOW Stock Holding History

Laurie J. Hall Trustee’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
2025 Q1	–	Sell	-3,500	Closed	-$141K	–	147
2024 Q4	$141K	Hold	3,500	–	–	0.05%	135
2024 Q3	$191K	Buy	3,500 +2,856	+443%	+$151K	0.06%	128
2024 Q2	$34K	Hold	644	–	–	0.01%	199
2024 Q1	$37K	Hold	644	–	–	0.01%	187
2023 Q4	$35K	Hold	644	–	–	0.01%	191
2023 Q3	$33K	Hold	644	–	–	0.01%	186
2023 Q2	$34K	Hold	644	–	–	0.01%	194
2023 Q1	$35K	Hold	644	–	–	0.01%	189
2022 Q4	$32K	Hold	644	–	–	0.01%	186
2022 Q3	$29K	Hold	644	–	–	0.01%	194
2022 Q2	$34K	Hold	644	–	–	0.02%	193
2022 Q1	$41K	Hold	644	–	–	0.02%	198
2021 Q4	$36K	Hold	644	–	–	0.01%	211
2021 Q3	$37K	Hold	644	–	–	0.01%	206
2021 Q2	$41K	Hold	644	–	–	0.02%	208
2021 Q1	$41K	Hold	644	–	–	0.02%	214
2020 Q4	$36K	Hold	644	–	–	0.01%	216
2020 Q3	$30K	Buy	+644	New	+$28.9K	0.01%	208
2019 Q4	$73K	Sell	1,341 -1,795	-57%	-$92.7K	0.03%	162
2019 Q3	$149K	Sell	3,136 -1,722	-35%	-$80.6K	0.08%	122
2019 Q2	$240K	Buy	+4,858	New	+$256K	0.12%	99

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 $3.37T AUM 44.26% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Laurie J. Hall Trustee's DOW Position: Q1 2025 in Review

Laurie J. Hall Trustee sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 3,500 shares — an estimated $141K sold.

Laurie J. Hall Trustee first reported a position in DOW in Q2 2019 and held it in 21 quarters. The position peaked at $240K in Q2 2019. 1,345 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

Laurie J. Hall Trustee reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
Laurie J. Hall Trustee sold 3,500 Dow Inc shares in Q1 2025, an estimated $141K.
Laurie J. Hall Trustee first reported a position in Dow Inc in Q2 2019 and held it in 21 quarters.
Laurie J. Hall Trustee's Dow Inc position peaked at $240K in Q2 2019.
1,345 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2025, filed 15 May 2025.