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Meristem Family Wealth’s Dow Inc DOW Stock Holding History

Meristem Family Wealth’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
2022
Q1 		$501K Buy
7,868
+259
+3% +$15.6K 0.05% 183
2021
Q4 		$432K Sell
7,609
-1,920
-20% -$109K 0.04% 241
2021
Q3 		$548K Buy
9,529
+2,572
+37% +$157K 0.05% 213
2021
Q2 		$440K Buy
+6,957
New +$459K 0.07% 181

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Meristem Family Wealth's DOW Position: Q1 2022 in Review

Meristem Family Wealth increased its Dow Inc (DOW) stake by 3.4% in Q1 2022, buying an estimated $15.6K and bringing the position to 7,868 shares worth $501K. The position accounts for 0.05% of the portfolio, ranked #183.

Meristem Family Wealth first reported a position in DOW in Q2 2021 and has held it in 4 quarters since. The position peaked at $548K in Q3 2021. 1,545 funds tracked by Wall St. Rank hold DOW as of Q1 2022.

  • Meristem Family Wealth held 7,868 shares of Dow Inc worth $501K as of Q1 2022.
  • Meristem Family Wealth bought 259 Dow Inc shares in Q1 2022, an estimated $15.6K.
  • Dow Inc made up 0.05% of Meristem Family Wealth's portfolio in Q1 2022, its #183 holding.
  • Meristem Family Wealth first reported a position in Dow Inc in Q2 2021 and has held it in 4 quarters since.
  • Meristem Family Wealth's Dow Inc position peaked at $548K in Q3 2021.
  • 1,545 funds tracked by Wall St. Rank held Dow Inc as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.