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Meritage Group’s Dow Inc DOW Stock Holding History

Meritage Group’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 		– Sell
-6,640
Closed -$352K – 33
2024
Q2 		$352K Buy
6,640
+2,004
+43% +$114K 0.01% 19
2024
Q1 		$269K Sell
4,636
-620
-12% -$34.3K 0.01% 46
2023
Q4 		$288K Buy
+5,256
New +$269K 0.01% 29
2021
Q4 		– Sell
-3,957
Closed -$228K – 36
2021
Q3 		$228K Sell
3,957
-320
-7% -$19.6K ﹤0.01% 26
2021
Q2 		$271K Sell
4,277
-977
-19% -$64.5K 0.01% 25
2021
Q1 		$336K Sell
5,254
-2,136
-29% -$128K 0.01% 27
2020
Q4 		$410K Buy
+7,390
New +$382K 0.01% 24

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

Meritage Group's DOW Position: Q3 2024 in Review

Meritage Group sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 6,640 shares — an estimated $352K sold.

Meritage Group first reported a position in DOW in Q4 2020 and held it in 7 quarters. The position peaked at $410K in Q4 2020. 1,493 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • Meritage Group reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
  • Meritage Group sold 6,640 Dow Inc shares in Q3 2024, an estimated $352K.
  • Meritage Group first reported a position in Dow Inc in Q4 2020 and held it in 7 quarters.
  • Meritage Group's Dow Inc position peaked at $410K in Q4 2020.
  • 1,493 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Meritage Group's 13F filing for Q3 2024, filed 15 Nov 2024.