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Leelyn Smith’s Dow Inc DOW Stock Holding History

Leelyn Smith’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
-217
Closed -$10.9K – 184
2022
Q4 		$10.9K Sell
217
-61
-22% -$2.98K ﹤0.01% 310
2022
Q3 		$12K Buy
+278
New +$14.1K ﹤0.01% 270
2021
Q3 		– Sell
-35
Closed -$2K – 360
2021
Q2 		$2K Hold
35
– – ﹤0.01% 334
2021
Q1 		$2K Hold
35
– – ﹤0.01% 353
2020
Q4 		$2K Buy
+35
New +$1.81K ﹤0.01% 332

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Leelyn Smith's DOW Position: Q1 2023 in Review

Leelyn Smith sold out of Dow Inc (DOW) in Q1 2023, closing a stake of 217 shares — an estimated $10.9K sold.

Leelyn Smith first reported a position in DOW in Q4 2020 and held it in 5 quarters. The position peaked at $12K in Q3 2022. 1,541 funds tracked by Wall St. Rank hold DOW as of Q1 2023.

  • Leelyn Smith reported no remaining Dow Inc position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 217 Dow Inc shares in Q1 2023, an estimated $10.9K.
  • Leelyn Smith first reported a position in Dow Inc in Q4 2020 and held it in 5 quarters.
  • Leelyn Smith's Dow Inc position peaked at $12K in Q3 2022.
  • 1,541 funds tracked by Wall St. Rank held Dow Inc as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.