MRCM
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M&R Capital Management’s Dow Inc DOW Stock Holding History

M&R Capital Management’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
Q3 		$6.26K Buy
115
+32
+39% +$1.69K ﹤0.01% 443
2024
Q2 		$4.38K Buy
83
+1
+1% +$57 ﹤0.01% 454
2024
Q1 		$4.73K Buy
82
+1
+1% +$55 ﹤0.01% 453
2023
Q4 		$4.42K Buy
81
+1
+1% +$51 ﹤0.01% 499
2023
Q3 		$4.11K Buy
80
+1
+1% +$54 ﹤0.01% 485
2023
Q2 		$4.25K Buy
79
+5
+7% +$266 ﹤0.01% 476
2023
Q1 		$4.1K Buy
74
+43
+139% +$2.42K ﹤0.01% 462
2022
Q4 		$1.59K Buy
+31
New +$1.51K ﹤0.01% 524
2022
Q1 		– Sell
-41
Closed -$2K – 429
2021
Q4 		$2K Hold
41
– – ﹤0.01% 390
2021
Q3 		$2K Hold
41
– – ﹤0.01% 391
2021
Q2 		$2K Sell
41
-187
-82% -$12.3K ﹤0.01% 395
2021
Q1 		$14K Sell
228
-1,666
-88% -$99.7K ﹤0.01% 307
2020
Q4 		$105K Sell
1,894
-191
-9% -$9.86K 0.02% 195
2020
Q3 		$98K Hold
2,085
– – 0.02% 194
2020
Q2 		$84K Sell
2,085
-740
-26% -$27.1K 0.02% 201
2020
Q1 		$82K Sell
2,825
-604
-18% -$25.7K 0.02% 200
2019
Q4 		$187K Sell
3,429
-53
-2% -$2.74K 0.04% 175
2019
Q3 		$165K Sell
3,482
-32,042
-90% -$1.5M 0.04% 187
2019
Q2 		$1.75M Buy
+35,524
New +$1.88M 0.4% 59

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

M&R Capital Management's DOW Position: Q3 2024 in Review

M&R Capital Management increased its Dow Inc (DOW) stake by 39% in Q3 2024, buying an estimated $1.69K and bringing the position to 115 shares worth $6.26K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

M&R Capital Management first reported a position in DOW in Q2 2019 and has held it in 19 quarters since. The position peaked at $1.75M in Q2 2019. 1,493 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • M&R Capital Management held 115 shares of Dow Inc worth $6.26K as of Q3 2024.
  • M&R Capital Management bought 32 Dow Inc shares in Q3 2024, an estimated $1.69K.
  • Dow Inc made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #443 holding.
  • M&R Capital Management first reported a position in Dow Inc in Q2 2019 and has held it in 19 quarters since.
  • M&R Capital Management's Dow Inc position peaked at $1.75M in Q2 2019.
  • 1,493 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.