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Mitchell McLeod Pugh & Williams’s Dow Inc DOW Stock Holding History

Mitchell McLeod Pugh & Williams’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
Q4 		– Sell
-5,066
Closed -$277K – 266
2024
Q3 		$277K Buy
5,066
+15
+0.3% +$792 0.06% 231
2024
Q2 		$268K Buy
5,051
+125
+3% +$7.14K 0.06% 223
2024
Q1 		$285K Buy
4,926
+13
+0.3% +$718 0.07% 215
2023
Q4 		$269K Sell
4,913
-240
-5% -$12.3K 0.07% 213
2023
Q3 		$266K Hold
5,153
– – 0.08% 208
2023
Q2 		$274K Buy
5,153
+1,050
+26% +$55.8K 0.08% 209
2023
Q1 		$225K Sell
4,103
-25
-0.6% -$1.41K 0.07% 233
2022
Q4 		$208K Buy
+4,128
New +$202K 0.07% 229
2022
Q3 		– Sell
-4,271
Closed -$220K – 229
2022
Q2 		$220K Hold
4,271
– – 0.09% 199
2022
Q1 		$272K Buy
4,271
+240
+6% +$14.5K 0.09% 195
2021
Q4 		$229K Hold
4,031
– – 0.08% 212
2021
Q3 		$232K Hold
4,031
– – 0.09% 205
2021
Q2 		$255K Buy
4,031
+182
+5% +$12K 0.1% 199
2021
Q1 		$246K Sell
3,849
-1
-0% -$60 0.1% 195
2020
Q4 		$214K Buy
+3,850
New +$199K 0.1% 195
2020
Q1 		– Sell
-4,215
Closed -$231K – 173
2019
Q4 		$231K Hold
4,215
– – 0.15% 163
2019
Q3 		$201K Hold
4,215
– – 0.14% 168
2019
Q2 		$208K Buy
+4,215
New +$223K 0.14% 171

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 $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's DOW Position: Q4 2024 in Review

Mitchell McLeod Pugh & Williams sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 5,066 shares — an estimated $277K sold.

Mitchell McLeod Pugh & Williams first reported a position in DOW in Q2 2019 and held it in 18 quarters. The position peaked at $285K in Q1 2024. 1,424 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Mitchell McLeod Pugh & Williams reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • Mitchell McLeod Pugh & Williams sold 5,066 Dow Inc shares in Q4 2024, an estimated $277K.
  • Mitchell McLeod Pugh & Williams first reported a position in Dow Inc in Q2 2019 and held it in 18 quarters.
  • Mitchell McLeod Pugh & Williams's Dow Inc position peaked at $285K in Q1 2024.
  • 1,424 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q4 2024, filed 16 Jan 2025.