Lee Financial’s Dow Inc DOW Stock Holding History

Lee Financial’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 Q1	–	Sell	-114	Closed	-$6.25K	–	341
2023 Q4	$6.25K	Hold	114	–	–	﹤0.01%	504
2023 Q3	$5.88K	Hold	114	–	–	﹤0.01%	494
2023 Q2	$6.07K	Sell	114 -1	-0.9%	-$53	﹤0.01%	478
2023 Q1	$6.3K	Sell	115 -11	-9%	-$619	﹤0.01%	494
2022 Q4	$6.35K	Hold	126	–	–	﹤0.01%	514
2022 Q3	$6K	Sell	126 -15	-11%	-$761	﹤0.01%	504
2022 Q2	$7K	Sell	141 -58	-29%	-$3.71K	﹤0.01%	500
2022 Q1	$12K	Buy	199 +72	+57%	+$4.34K	﹤0.01%	409
2021 Q4	$7K	Hold	127	–	–	﹤0.01%	547
2021 Q3	$7K	Hold	127	–	–	﹤0.01%	460
2021 Q2	$8K	Hold	127	–	–	﹤0.01%	433
2021 Q1	$8K	Buy	127 +42	+49%	+$2.51K	﹤0.01%	405
2020 Q4	$5K	Hold	85	–	–	﹤0.01%	421
2020 Q3	$4K	Sell	85 -21	-20%	-$943	﹤0.01%	471
2020 Q2	$4K	Buy	106 +85	+405%	+$3.11K	﹤0.01%	442
2020 Q1	$1K	Hold	21	–	–	﹤0.01%	463
2019 Q4	$1K	Sell	21 -96	-82%	-$4.96K	﹤0.01%	482
2019 Q3	$6K	Buy	+117	New	+$5.48K	﹤0.01%	403

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Lee Financial's DOW Position: Q1 2024 in Review

Lee Financial sold out of Dow Inc (DOW) in Q1 2024, closing a stake of 114 shares — an estimated $6.25K sold.

Lee Financial first reported a position in DOW in Q3 2019 and held it in 18 quarters. The position peaked at $12K in Q1 2022. 1,612 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

Lee Financial reported no remaining Dow Inc position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 114 Dow Inc shares in Q1 2024, an estimated $6.25K.
Lee Financial first reported a position in Dow Inc in Q3 2019 and held it in 18 quarters.
Lee Financial's Dow Inc position peaked at $12K in Q1 2022.
1,612 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.