Milestone Asset Management’s Dow Inc DOW Stock Holding History

Milestone Asset 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 Q2	–	Sell	-28,888	Closed	-$1.67M	–	196
2024 Q1	$1.67M	Buy	+28,888	New	+$1.6M	0.48%	51

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Milestone Asset Management's DOW Position: Q2 2024 in Review

Milestone Asset Management sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 28,888 shares — an estimated $1.67M sold.

Milestone Asset Management first reported a position in DOW in Q1 2024 and held it in 1 quarter. The position peaked at $1.67M in Q1 2024. 1,545 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

Milestone Asset Management reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
Milestone Asset Management sold 28,888 Dow Inc shares in Q2 2024, an estimated $1.67M.
Milestone Asset Management first reported a position in Dow Inc in Q1 2024 and held it in 1 quarter.
Milestone Asset Management's Dow Inc position peaked at $1.67M in Q1 2024.
1,545 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Milestone Asset Management's 13F filing for Q2 2024, filed 19 Jul 2024.