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Mid Atlantic Financial Management’s Dow Inc DOW Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$757K Buy
13,146
+1,570
+14% +$96.1K 0.05% 336
2021
Q2 		$733K Sell
11,576
-413
-3% -$27.3K 0.05% 346
2021
Q1 		$767K Buy
11,989
+1,039
+9% +$62.2K 0.06% 319
2020
Q4 		$608K Buy
10,950
+2,697
+33% +$139K 0.05% 339
2020
Q3 		$430K Sell
8,253
-2,043
-20% -$91.8K 0.04% 398
2020
Q2 		$420K Sell
10,296
-8,885
-46% -$325K 0.04% 384
2020
Q1 		$561K Buy
19,181
+3,590
+23% +$153K 0.06% 277
2019
Q4 		$853K Buy
15,591
+1,774
+13% +$91.7K 0.08% 262
2019
Q3 		$658K Buy
13,817
+224
+2% +$10.5K 0.07% 292
2019
Q2 		$670K Buy
+13,593
New +$718K 0.07% 297

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mid Atlantic Financial Management's DOW Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Dow Inc (DOW) stake by 14% in Q3 2021, buying an estimated $96.1K and bringing the position to 13,146 shares worth $757K. The position accounts for 0.05% of the portfolio, ranked #336.

Mid Atlantic Financial Management first reported a position in DOW in Q2 2019 and has held it in 10 quarters since. The position peaked at $853K in Q4 2019. 1,383 funds tracked by Wall St. Rank hold DOW as of Q3 2021.

  • Mid Atlantic Financial Management held 13,146 shares of Dow Inc worth $757K as of Q3 2021.
  • Mid Atlantic Financial Management bought 1,570 Dow Inc shares in Q3 2021, an estimated $96.1K.
  • Dow Inc made up 0.05% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #336 holding.
  • Mid Atlantic Financial Management first reported a position in Dow Inc in Q2 2019 and has held it in 10 quarters since.
  • Mid Atlantic Financial Management's Dow Inc position peaked at $853K in Q4 2019.
  • 1,383 funds tracked by Wall St. Rank held Dow Inc as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.