Lee, Danner & Bass’s Dow Inc DOW Stock Holding History

Lee, Danner & Bass’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	-2,035	Closed	-$81.7K	–	340
2024 Q4	$81.7K	Buy	+2,035	New	+$94.9K	0.01%	295

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

Lee, Danner & Bass's DOW Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 2,035 shares — an estimated $81.7K sold.

Lee, Danner & Bass first reported a position in DOW in Q4 2024 and held it in 1 quarter. The position peaked at $81.7K in Q4 2024. 1,345 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

Lee, Danner & Bass reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 2,035 Dow Inc shares in Q1 2025, an estimated $81.7K.
Lee, Danner & Bass first reported a position in Dow Inc in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Dow Inc position peaked at $81.7K in Q4 2024.
1,345 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.