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LM Advisors’s Dow Inc DOW Stock Holding History

LM Advisors’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
-225
Closed -$12.3K – 342
2023
Q4 		$12.3K Buy
+225
New +$11.5K ﹤0.01% 504

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LM Advisors's DOW Position: Q1 2024 in Review

LM Advisors sold out of Dow Inc (DOW) in Q1 2024, closing a stake of 225 shares — an estimated $12.3K sold.

LM Advisors first reported a position in DOW in Q4 2023 and held it in 1 quarter. The position peaked at $12.3K in Q4 2023. 1,609 funds tracked by Wall St. Rank hold DOW as of Q1 2024.

  • LM Advisors reported no remaining Dow Inc position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 225 Dow Inc shares in Q1 2024, an estimated $12.3K.
  • LM Advisors first reported a position in Dow Inc in Q4 2023 and held it in 1 quarter.
  • LM Advisors's Dow Inc position peaked at $12.3K in Q4 2023.
  • 1,609 funds tracked by Wall St. Rank held Dow Inc as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.